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FFBGX vs RIREX
FFBGX vs RIREX Comparison
Open Charts FFBGX vs RIREX
American Funds Global Balanced 529-F-3
Price$39.14
Change-$0.25 (-0.63%)
VolumeN/A
Net Assets27.3B
American Funds Capital Income Bldr R4
Price$75.16
Change-$0.54 (-0.71%)
VolumeN/A
Net Assets113.85B
FFBGX vs RIREX Comparison Chart
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FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 114B vs. FFBGX (27.3B). RIREX pays higher dividends than FFBGX: RIREX (3.02) vs FFBGX (2.18). 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 : 13.89 vs. FFBGX (5.79).
| 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 | 7.382 | 10.384 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.3B | 114B | 24% |
| Annual Yield % from dividends | 2.18 | 3.02 | 72% |
| Returns for 1 year | 5.79 | 13.89 | 42% |
| Returns for 3 years | 30.15 | 32.31 | 93% |
| Returns for 5 years | N/A | 48.32 | - |
| Returns for 10 years | N/A | 45.96 | - |
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