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RIRBX vs TAGBX
RIRBX vs TAGBX Comparison
Open Charts RIRBX vs TAGBX
American Funds Capital Income Bldr R2
Price$70.01
Change+$0.35 (+0.50%)
VolumeN/A
Net Assets106.93B
Templeton Global Balanced A
Price$2.42
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets293.75M
RIRBX vs TAGBX Comparison Chart
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RIRBX vs. TAGBX commentary
Jan 19, 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 Hold and TAGBX is a Hold.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 107B vs. TAGBX (294M). TAGBX pays higher dividends than RIRBX: TAGBX (3.71) vs RIRBX (2.55). RIRBX was incepted earlier than TAGBX: RIRBX (23 years) vs TAGBX (13 years). RIRBX is a more actively managed with annual turnover of: 106.00 vs. TAGBX (61.11). 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 : 9.89 vs. TAGBX (6.88). RIRBX return over 5 years is better than : 19.51 vs. TAGBX (-1.63).
| RIRBX | TAGBX | RIRBX / TAGBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 1.405 | 2.110 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 294M | 36,395% |
| Annual Yield % from dividends | 2.55 | 3.71 | 69% |
| Returns for 1 year | 9.89 | 6.88 | 144% |
| Returns for 3 years | 5.65 | 0.43 | 1,326% |
| Returns for 5 years | 19.51 | -1.63 | -1,196% |
| Returns for 10 years | 30.09 | 4.57 | 659% |