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FFBGX vs RIREX
FFBGX vs RIREX Comparison
Open Charts FFBGX vs RIREX
American Funds Global Balanced 529-F-3
Price$40.79
Change+$0.18 (+0.44%)
VolumeN/A
Net Assets29.39B
American Funds Capital Income Bldr R4
Price$78.73
Change+$0.44 (+0.56%)
VolumeN/A
Net Assets118.94B
FFBGX vs RIREX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 119B vs. FFBGX (29.4B). 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 : 10.21 vs. FFBGX (4.66).
| 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 | 13.476 | 16.296 | 83% |
| 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 | 2.90 | 78% |
| Returns for 1 year | 4.66 | 10.21 | 46% |
| Returns for 3 years | 46.80 | 48.95 | 96% |
| Returns for 5 years | N/A | 55.39 | - |
| Returns for 10 years | N/A | 70.11 | - |
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