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FFBGX vs RIREX
FFBGX vs RIREX Comparison
Open Charts FFBGX vs RIREX
American Funds Global Balanced 529-F-3
Price$40.52
Change+$0.16 (+0.40%)
VolumeN/A
Net Assets29.03B
American Funds Capital Income Bldr R4
Price$78.54
Change+$0.41 (+0.52%)
VolumeN/A
Net Assets118.23B
FFBGX vs RIREX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 118B vs. FFBGX (29B). RIREX pays higher dividends than FFBGX: RIREX (2.90) vs FFBGX (2.27). 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 : 11.89 vs. FFBGX (7.29).
| 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 | 12.516 | 15.348 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29B | 118B | 25% |
| Annual Yield % from dividends | 2.27 | 2.90 | 78% |
| Returns for 1 year | 7.29 | 11.89 | 61% |
| Returns for 3 years | 36.85 | 38.28 | 96% |
| Returns for 5 years | N/A | 49.49 | - |
| Returns for 10 years | N/A | 61.97 | - |
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