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RIRHX vs TAGBX
RIRHX vs TAGBX Comparison
Open Charts RIRHX vs TAGBX
American Funds Capital Income Bldr R5E
Price$71.04
Change-$1.59 (-2.19%)
VolumeN/A
CapitalizationN/A
Templeton Global Balanced A
Price$2.40
Change-$0.05 (-2.04%)
VolumeN/A
CapitalizationN/A
RIRHX vs TAGBX Comparison Chart
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RIRHX vs. TAGBX commentary
Dec 19, 2024
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 RIRHX is a Buy and TAGBX is a Hold.
FUNDAMENTALS
Fundamentals
RIRHX has more cash in the bank: 108B vs. TAGBX (301M). TAGBX pays higher dividends than RIRHX: TAGBX (3.71) vs RIRHX (3.45). RIRHX was incepted earlier than TAGBX: RIRHX (9 years) vs TAGBX (13 years). RIRHX is a more actively managed with annual turnover of: 106.00 vs. TAGBX (61.11). RIRHX has a lower initial minimum investment than TAGBX: RIRHX (250) vs TAGBX (1000). RIRHX annual gain was more profitable for investors over the last year : 13.65 vs. TAGBX (4.30). RIRHX return over 5 years is better than : 26.76 vs. TAGBX (-0.22).
| RIRHX | TAGBX | RIRHX / TAGBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 12.184 | 2.586 | 471% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | 301M | 35,880% |
| Annual Yield % from dividends | 3.45 | 3.71 | 93% |
| Returns for 1 year | 13.65 | 4.30 | 317% |
| Returns for 3 years | 13.72 | 1.57 | 873% |
| Returns for 5 years | 26.76 | -0.22 | -12,424% |
| Returns for 10 years | N/A | 3.56 | - |
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