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FFBGX vs RIREX
FFBGX vs RIREX Comparison
Open Charts FFBGX vs RIREX
American Funds Global Balanced 529-F-3
Price$39.85
Change+$0.15 (+0.38%)
VolumeN/A
Net Assets28.13B
American Funds Capital Income Bldr R4
Price$76.99
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
FFBGX vs RIREX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 116B vs. FFBGX (28.1B). RIREX pays higher dividends than FFBGX: RIREX (2.97) vs FFBGX (2.32). FFBGX was incepted earlier than RIREX: FFBGX (5 years) vs RIREX (23 years). RIREX (0.62) is less costly to investors than FFBGX (0.53). FFBGX is a more actively managed with annual turnover of: 114.00 vs. RIREX (56.00). FFBGX (250) and RIREX (250) have matching initial minimum investment requirements. RIREX annual gain was more profitable for investors over the last year : 15.71 vs. FFBGX (8.02).
| FFBGX | RIREX | FFBGX / RIREX | |
| Total Expense Ratio | 0.53 | 0.62 | 85% |
| Annual Report Gross Expense Ratio | 0.53 | 0.62 | 85% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 10.248 | 13.071 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.1B | 116B | 24% |
| Annual Yield % from dividends | 2.32 | 2.97 | 78% |
| Returns for 1 year | 8.02 | 15.71 | 51% |
| Returns for 3 years | 31.96 | 33.22 | 96% |
| Returns for 5 years | N/A | 50.20 | - |
| Returns for 10 years | N/A | 52.98 | - |
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