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GAORX vs RIRFX
GAORX vs RIRFX Comparison
Open Charts GAORX vs RIRFX
JPMorgan Global Allocation R5
Price$21.26
Change-$0.20 (-0.93%)
VolumeN/A
Net Assets2.8B
American Funds Capital Income Bldr R5
Price$75.18
Change-$0.54 (-0.71%)
VolumeN/A
Net Assets113.85B
GAORX vs RIRFX Comparison Chart
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GAORX 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 GAORX is a StrongBuy and RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 114B vs. GAORX (2.8B). RIRFX pays higher dividends than GAORX: RIRFX (3.30) vs GAORX (2.54). 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 : 14.23 vs. GAORX (7.30). RIRFX return over 5 years is better than : 57.55 vs. GAORX (28.32).
| 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 | 5.443 | 10.529 | 52% |
| 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 | 2.54 | 3.30 | 77% |
| Returns for 1 year | 7.30 | 14.23 | 51% |
| Returns for 3 years | 29.05 | 35.63 | 82% |
| Returns for 5 years | 28.32 | 57.55 | 49% |
| Returns for 10 years | N/A | 61.19 | - |
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