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FFBGX vs RIRAX
FFBGX vs RIRAX Comparison
Open Charts FFBGX vs RIRAX
American Funds Global Balanced 529-F-3
Price$40.79
Change+$0.18 (+0.44%)
VolumeN/A
Net Assets29.39B
American Funds Capital Income Bldr R1
Price$78.91
Change+$0.43 (+0.55%)
VolumeN/A
Net Assets118.94B
FFBGX vs RIRAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RIRAX has more cash in the bank: 119B vs. FFBGX (29.4B). FFBGX (2.27) and RIRAX (2.22) have matching dividends . FFBGX was incepted earlier than RIRAX: FFBGX (5 years) vs RIRAX (23 years). RIRAX (1.36) is less costly to investors than FFBGX (0.53). FFBGX is a more actively managed with annual turnover of: 114.00 vs. RIRAX (56.00). FFBGX (250) and RIRAX (250) have matching initial minimum investment requirements. RIRAX annual gain was more profitable for investors over the last year : 9.41 vs. FFBGX (4.66).
| FFBGX | RIRAX | FFBGX / RIRAX | |
| Total Expense Ratio | 0.53 | 1.36 | 39% |
| Annual Report Gross Expense Ratio | 0.53 | 1.36 | 39% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 13.476 | 15.659 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.4B | 119B | 25% |
| Annual Yield % from dividends | 2.27 | 2.22 | 102% |
| Returns for 1 year | 4.66 | 9.41 | 50% |
| Returns for 3 years | 46.80 | 45.91 | 102% |
| Returns for 5 years | N/A | 50.81 | - |
| Returns for 10 years | N/A | 64.23 | - |