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RIRBX vs TAGBX
RIRBX vs TAGBX Comparison
Open Charts RIRBX vs TAGBX
American Funds Capital Income Bldr R2
Price$72.95
Change-$0.21 (-0.29%)
VolumeN/A
Net Assets110.51B
Templeton Global Balanced A
Price$2.59
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets297.13M
RIRBX vs TAGBX Comparison Chart
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RIRBX vs. TAGBX commentary
May 15, 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 RIRBX is a Buy and TAGBX is a Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 111B vs. TAGBX (297M). RIRBX pays higher dividends than TAGBX: RIRBX (2.40) vs TAGBX (2.02). RIRBX was incepted earlier than TAGBX: RIRBX (23 years) vs TAGBX (14 years). RIRBX (1.36) is less costly to investors than TAGBX (1.26). RIRBX is a more actively managed with annual turnover of: 56.00 vs. TAGBX (43.31). RIRBX has a lower initial minimum investment than TAGBX: RIRBX (250) vs TAGBX (1000). RIRBX annual gain was more profitable for investors over the last year : 8.91 vs. TAGBX (7.09). RIRBX return over 5 years is better than : 47.26 vs. TAGBX (26.38).
| RIRBX | TAGBX | RIRBX / TAGBX | |
| Total Expense Ratio | 1.36 | 1.21 | 112% |
| Annual Report Gross Expense Ratio | 1.36 | 1.26 | 108% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 6.138 | 9.283 | 66% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111B | 297M | 37,374% |
| Annual Yield % from dividends | 2.40 | 2.02 | 119% |
| Returns for 1 year | 8.91 | 7.09 | 126% |
| Returns for 3 years | 19.26 | 20.17 | 95% |
| Returns for 5 years | 47.26 | 26.38 | 179% |
| Returns for 10 years | 32.14 | 3.70 | 869% |
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