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RGBHX vs RIREX
RGBHX vs RIREX Comparison
Open Charts RGBHX vs RIREX
American Funds Global Balanced R5E
Price$36.20
Change+$0.06 (+0.17%)
VolumeN/A
Net Assets25.02B
American Funds Capital Income Bldr R4
Price$70.03
Change+$0.30 (+0.43%)
VolumeN/A
Net Assets105.74B
RGBHX vs RIREX Comparison Chart
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RGBHX vs. RIREX commentary
Apr 18, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is RGBHX is a StrongBuy and RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 106B vs. RGBHX (25B). RIREX pays higher dividends than RGBHX: RIREX (3.13) vs RGBHX (2.17). RGBHX was incepted earlier than RIREX: RGBHX (9 years) vs RIREX (23 years). RGBHX (0.63) and RIREX (0.62) have similar cost to investors . RGBHX (250) and RIREX (250) have matching initial minimum investment requirements. RIREX annual gain was more profitable for investors over the last year : 10.48 vs. RGBHX (1.75). RIREX return over 5 years is better than : 41.54 vs. RGBHX (24.43).
| RGBHX | RIREX | RGBHX / RIREX | |
| Total Expense Ratio | 0.63 | 0.62 | 102% |
| Annual Report Gross Expense Ratio | 0.63 | 0.62 | 102% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | -0.628 | 2.224 | -28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25B | 106B | 24% |
| Annual Yield % from dividends | 2.17 | 3.13 | 69% |
| Returns for 1 year | 1.75 | 10.48 | 17% |
| Returns for 3 years | 6.75 | 11.48 | 59% |
| Returns for 5 years | 24.43 | 41.54 | 59% |
| Returns for 10 years | N/A | 32.52 | - |