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GAOCX vs RIRFX
GAOCX vs RIRFX Comparison
Open Charts GAOCX vs RIRFX
JPMorgan Global Allocation C
Price$21.07
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets2.87B
American Funds Capital Income Bldr R5
Price$77.72
Change-$0.03 (-0.04%)
VolumeN/A
Net Assets117.32B
GAOCX vs RIRFX Comparison Chart in %
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GAOCX vs. RIRFX commentary
Jul 28, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is GAOCX is a Buy and RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 117B vs. GAOCX (2.88B). RIRFX pays higher dividends than GAOCX: RIRFX (3.25) vs GAOCX (2.44). GAOCX was incepted earlier than RIRFX: GAOCX (14 years) vs RIRFX (23 years). GAOCX (1.68) is less costly to investors than RIRFX (0.31). GAOCX is a more actively managed with annual turnover of: 94.00 vs. RIRFX (56.00). RIRFX has a lower initial minimum investment than GAOCX: RIRFX (250) vs GAOCX (1000). RIRFX annual gain was more profitable for investors over the last year : 15.30 vs. GAOCX (11.35). RIRFX return over 5 years is better than : 58.32 vs. GAOCX (21.67).
| GAOCX | RIRFX | GAOCX / RIRFX | |
| Total Expense Ratio | 1.53 | 0.31 | 494% |
| Annual Report Gross Expense Ratio | 1.68 | 0.31 | 542% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 9.251 | 14.263 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.88B | 117B | 2% |
| Annual Yield % from dividends | 2.44 | 3.25 | 75% |
| Returns for 1 year | 11.35 | 15.30 | 74% |
| Returns for 3 years | 29.52 | 37.50 | 79% |
| Returns for 5 years | 21.67 | 58.32 | 37% |
| Returns for 10 years | 48.08 | 69.22 | 69% |
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