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GAORX vs RIRFX
GAORX vs RIRFX Comparison
Open Charts GAORX vs RIRFX
JPMorgan Global Allocation R5
Price$21.73
Change+$0.04 (+0.18%)
VolumeN/A
Net Assets2.87B
American Funds Capital Income Bldr R5
Price$77.02
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
GAORX vs RIRFX Comparison Chart in %
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GAORX 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 GAORX is a StrongBuy and RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 116B vs. GAORX (2.87B). RIRFX pays higher dividends than GAORX: RIRFX (3.25) vs GAORX (2.98). GAORX was incepted earlier than RIRFX: GAORX (7 years) vs RIRFX (23 years). GAORX (1.94) is less costly to investors than RIRFX (0.31). GAORX is a more actively managed with annual turnover of: 94.00 vs. RIRFX (56.00). GAORX has a lower initial minimum investment than RIRFX: GAORX (0) vs RIRFX (250). RIRFX annual gain was more profitable for investors over the last year : 16.08 vs. GAORX (9.82). RIRFX return over 5 years is better than : 58.51 vs. GAORX (29.51).
| GAORX | RIRFX | GAORX / RIRFX | |
| Total Expense Ratio | 0.75 | 0.31 | 242% |
| Annual Report Gross Expense Ratio | 1.94 | 0.31 | 626% |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | 8.880 | 13.234 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.87B | 116B | 2% |
| Annual Yield % from dividends | 2.98 | 3.25 | 92% |
| Returns for 1 year | 9.82 | 16.08 | 61% |
| Returns for 3 years | 32.21 | 36.57 | 88% |
| Returns for 5 years | 29.51 | 58.51 | 50% |
| Returns for 10 years | N/A | 69.04 | - |
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