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RIRAX vs SGENX
RIRAX vs SGENX Comparison
Open Charts RIRAX vs SGENX
American Funds Capital Income Bldr R1
Price$66.35
Change-$0.51 (-0.76%)
VolumeN/A
Net Assets101.32B
First Eagle Global A
Price$65.34
Change-$0.60 (-0.91%)
VolumeN/A
Net Assets53.06B
RIRAX vs SGENX Comparison Chart
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RIRAX vs. SGENX commentary
Apr 10, 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 Hold.
FUNDAMENTALS
Fundamentals
RIRAX has more cash in the bank: 101B vs. SGENX (53.1B). RIRAX pays higher dividends than SGENX: RIRAX (2.40) vs SGENX (2.17). RIRAX was incepted earlier than SGENX: RIRAX (23 years) vs SGENX (55 years). RIRAX (1.36) is less costly to investors than SGENX (1.10). RIRAX has a lower initial minimum investment than SGENX: RIRAX (250) vs SGENX (2500). RIRAX annual gain was more profitable for investors over the last year : 0.52 vs. SGENX (-0.81). SGENX return over 5 years is better than : 38.06 vs. RIRAX (31.80).
| RIRAX | SGENX | RIRAX / SGENX | |
| Total Expense Ratio | 1.36 | 1.10 | 124% |
| Annual Report Gross Expense Ratio | 1.36 | 1.10 | 124% |
| Fund Existence | 23 years | 55 years | - |
| Gain YTD | -3.546 | -2.507 | 141% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 101B | 53.1B | 190% |
| Annual Yield % from dividends | 2.40 | 2.17 | 111% |
| Returns for 1 year | 0.52 | -0.81 | -65% |
| Returns for 3 years | 2.49 | 4.70 | 53% |
| Returns for 5 years | 31.80 | 38.06 | 84% |
| Returns for 10 years | 22.16 | 28.96 | 77% |
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