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GAOCX vs RIRFX
GAOCX vs RIRFX Comparison
Open Charts GAOCX vs RIRFX
JPMorgan Global Allocation C
Price$20.45
Change-$0.19 (-0.92%)
VolumeN/A
Net Assets2.8B
American Funds Capital Income Bldr R5
Price$75.18
Change-$0.54 (-0.71%)
VolumeN/A
Net Assets113.85B
GAOCX vs RIRFX Comparison Chart
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GAOCX vs. RIRFX commentary
Jun 16, 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 StrongBuy and RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 114B vs. GAOCX (2.8B). RIRFX pays higher dividends than GAOCX: RIRFX (3.30) vs GAOCX (1.97). 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 : 14.23 vs. GAOCX (6.48). RIRFX return over 5 years is better than : 57.55 vs. GAOCX (23.27).
| 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 | 5.123 | 10.529 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.8B | 114B | 2% |
| Annual Yield % from dividends | 1.97 | 3.30 | 60% |
| Returns for 1 year | 6.48 | 14.23 | 46% |
| Returns for 3 years | 26.20 | 35.63 | 74% |
| Returns for 5 years | 23.27 | 57.55 | 40% |
| Returns for 10 years | 42.91 | 61.19 | 70% |
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