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RIRBX vs TAGBX
RIRBX vs TAGBX Comparison
Open Charts RIRBX vs TAGBX
American Funds Capital Income Bldr R2
Price$78.44
Change+$0.10 (+0.13%)
VolumeN/A
Net Assets117.97B
Templeton Global Balanced A
Price$2.79
Change+$0.01 (+0.36%)
VolumeN/A
Net Assets311.5M
RIRBX vs TAGBX Comparison Chart in %
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RIRBX vs. TAGBX commentary
Aug 29, 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 StrongBuy and TAGBX is a Hold.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 118B vs. TAGBX (311M). TAGBX pays higher dividends than RIRBX: TAGBX (2.41) vs RIRBX (2.28). 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). TAGBX annual gain was more profitable for investors over the last year : 12.77 vs. RIRBX (10.30). RIRBX return over 5 years is better than : 43.91 vs. TAGBX (25.94).
| 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 | 14.622 | 18.814 | 78% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 311M | 37,942% |
| Annual Yield % from dividends | 2.28 | 2.41 | 95% |
| Returns for 1 year | 10.30 | 12.77 | 81% |
| Returns for 3 years | 32.38 | 35.36 | 92% |
| Returns for 5 years | 43.91 | 25.94 | 169% |
| Returns for 10 years | 56.01 | 22.38 | 250% |
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