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RIRAX vs SGENX
RIRAX vs SGENX Comparison
Open Charts RIRAX vs SGENX
American Funds Capital Income Bldr R1
Price$68.33
Change+$0.10 (+0.15%)
VolumeN/A
Net Assets104.2B
First Eagle Global A
Price$66.76
Change+$0.07 (+0.10%)
VolumeN/A
Net Assets53.4B
RIRAX vs SGENX Comparison Chart
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RIRAX vs. SGENX commentary
Jan 14, 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 RIRAX is a Hold and SGENX is a Buy.
FUNDAMENTALS
Fundamentals
RIRAX has more cash in the bank: 104B vs. SGENX (53.4B). RIRAX pays higher dividends than SGENX: RIRAX (2.54) vs SGENX (1.19). RIRAX was incepted earlier than SGENX: RIRAX (23 years) vs SGENX (55 years). RIRAX is a more actively managed with annual turnover of: 106.00 vs. SGENX (6.00). RIRAX has a lower initial minimum investment than SGENX: RIRAX (250) vs SGENX (2500). SGENX annual gain was more profitable for investors over the last year : 8.06 vs. RIRAX (5.78). SGENX return over 5 years is better than : 21.39 vs. RIRAX (17.18).
| RIRAX | SGENX | RIRAX / SGENX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 55 years | - |
| Gain YTD | -1.114 | -0.388 | 287% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104B | 53.4B | 195% |
| Annual Yield % from dividends | 2.54 | 1.19 | 214% |
| Returns for 1 year | 5.78 | 8.06 | 72% |
| Returns for 3 years | 2.11 | 5.09 | 42% |
| Returns for 5 years | 17.18 | 21.39 | 80% |
| Returns for 10 years | 27.24 | 36.95 | 74% |