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RGBHX vs RIREX
RGBHX vs RIREX Comparison
Open Charts RGBHX vs RIREX
American Funds Global Balanced R5E
Price$40.49
Change+$0.16 (+0.40%)
VolumeN/A
Net Assets29.03B
American Funds Capital Income Bldr R4
Price$78.54
Change+$0.41 (+0.52%)
VolumeN/A
Net Assets118.23B
RGBHX vs RIREX Comparison Chart in %
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RGBHX vs. RIREX commentary
Sep 08, 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 Buy and RIREX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 118B vs. RGBHX (29B). RIREX pays higher dividends than RGBHX: RIREX (2.90) vs RGBHX (2.18). RGBHX was incepted earlier than RIREX: RGBHX (10 years) vs RIREX (23 years). RGBHX (0.63) and RIREX (0.62) have similar cost to investors . RGBHX is a more actively managed with annual turnover of: 114.00 vs. RIREX (56.00). RGBHX (250) and RIREX (250) have matching initial minimum investment requirements. RIREX annual gain was more profitable for investors over the last year : 11.89 vs. RGBHX (7.16). RIREX return over 5 years is better than : 49.49 vs. RGBHX (25.60).
| RGBHX | RIREX | RGBHX / RIREX | |
| Total Expense Ratio | 0.63 | 0.62 | 102% |
| Annual Report Gross Expense Ratio | 0.63 | 0.62 | 102% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 12.443 | 15.348 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29B | 118B | 25% |
| Annual Yield % from dividends | 2.18 | 2.90 | 75% |
| Returns for 1 year | 7.16 | 11.89 | 60% |
| Returns for 3 years | 35.80 | 38.28 | 94% |
| Returns for 5 years | 25.60 | 49.49 | 52% |
| Returns for 10 years | N/A | 61.97 | - |
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