Interact to see
Advertisement
Advertisement
GAOFX vs RIRBX
GAOFX vs RIRBX Comparison
Open Charts GAOFX vs RIRBX
JPMorgan Global Allocation R4
Price$21.05
Change-$0.20 (-0.94%)
VolumeN/A
Net Assets2.8B
American Funds Capital Income Bldr R2
Price$75.29
Change-$0.55 (-0.73%)
VolumeN/A
Net Assets113.85B
GAOFX vs RIRBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
GAOFX vs. RIRBX 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 GAOFX is a StrongBuy and RIRBX is a Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 114B vs. GAOFX (2.8B). GAOFX (2.44) and RIRBX (2.33) have matching dividends . GAOFX was incepted earlier than RIRBX: GAOFX (7 years) vs RIRBX (23 years). RIRBX (1.36) is less costly to investors than GAOFX (0.95). GAOFX is a more actively managed with annual turnover of: 94.00 vs. RIRBX (56.00). GAOFX has a lower initial minimum investment than RIRBX: GAOFX (0) vs RIRBX (250). RIRBX annual gain was more profitable for investors over the last year : 13.05 vs. GAOFX (7.08). RIRBX return over 5 years is better than : 44.33 vs. GAOFX (27.32).
| GAOFX | RIRBX | GAOFX / RIRBX | |
| Total Expense Ratio | 0.90 | 1.36 | 66% |
| Annual Report Gross Expense Ratio | 0.95 | 1.36 | 70% |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | 5.354 | 10.019 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.8B | 114B | 2% |
| Annual Yield % from dividends | 2.44 | 2.33 | 105% |
| Returns for 1 year | 7.08 | 13.05 | 54% |
| Returns for 3 years | 28.53 | 29.77 | 96% |
| Returns for 5 years | 27.32 | 44.33 | 62% |
| Returns for 10 years | N/A | 41.34 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement