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FFGGX vs RIREX
FFGGX vs RIREX Comparison
Open Charts FFGGX vs RIREX
American Funds Global Balanced 529-F-2
Price$39.85
Change+$0.14 (+0.35%)
VolumeN/A
Net Assets28.13B
American Funds Capital Income Bldr R4
Price$76.99
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
FFGGX vs RIREX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 116B vs. FFGGX (28.1B). RIREX pays higher dividends than FFGGX: RIREX (2.97) vs FFGGX (2.27). FFGGX was incepted earlier than RIREX: FFGGX (5 years) vs RIREX (23 years). RIREX (0.62) is less costly to investors than FFGGX (0.57). FFGGX is a more actively managed with annual turnover of: 114.00 vs. RIREX (56.00). FFGGX (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. FFGGX (7.97).
| FFGGX | RIREX | FFGGX / RIREX | |
| Total Expense Ratio | 0.57 | 0.62 | 92% |
| Annual Report Gross Expense Ratio | 0.57 | 0.62 | 92% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 10.224 | 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 | 2.27 | 2.97 | 77% |
| Returns for 1 year | 7.97 | 15.71 | 51% |
| Returns for 3 years | 31.86 | 33.22 | 96% |
| Returns for 5 years | N/A | 50.20 | - |
| Returns for 10 years | N/A | 52.98 | - |
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