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GAOCX vs RIRFX
GAOCX vs RIRFX Comparison
Open Charts GAOCX vs RIRFX
JPMorgan Global Allocation C
Price$20.93
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets2.87B
American Funds Capital Income Bldr R5
Price$77.02
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
GAOCX vs RIRFX Comparison Chart in %
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GAOCX vs. RIRFX commentary
Jul 07, 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: 116B vs. GAOCX (2.87B). 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 : 16.08 vs. GAOCX (8.98). RIRFX return over 5 years is better than : 58.51 vs. GAOCX (24.42).
| 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 | 8.525 | 13.234 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.87B | 116B | 2% |
| Annual Yield % from dividends | 2.44 | 3.25 | 75% |
| Returns for 1 year | 8.98 | 16.08 | 56% |
| Returns for 3 years | 29.25 | 36.57 | 80% |
| Returns for 5 years | 24.42 | 58.51 | 42% |
| Returns for 10 years | 49.06 | 69.04 | 71% |
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