Interact to see
Advertisement
Advertisement
GAOSX vs RIRFX
GAOSX vs RIRFX Comparison
Open Charts GAOSX vs RIRFX
JPMorgan Global Allocation I
Price$21.72
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
GAOSX vs RIRFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
GAOSX 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 GAOSX is a StrongBuy and RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 116B vs. GAOSX (2.87B). RIRFX pays higher dividends than GAOSX: RIRFX (3.25) vs GAOSX (2.96). GAOSX was incepted earlier than RIRFX: GAOSX (14 years) vs RIRFX (23 years). GAOSX (0.93) is less costly to investors than RIRFX (0.31). GAOSX is a more actively managed with annual turnover of: 94.00 vs. RIRFX (56.00). RIRFX has a lower initial minimum investment than GAOSX: RIRFX (250) vs GAOSX (1000000). RIRFX annual gain was more profitable for investors over the last year : 16.08 vs. GAOSX (9.86). RIRFX return over 5 years is better than : 58.51 vs. GAOSX (29.35).
| GAOSX | RIRFX | GAOSX / RIRFX | |
| Total Expense Ratio | 0.78 | 0.31 | 252% |
| Annual Report Gross Expense Ratio | 0.93 | 0.31 | 300% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 8.923 | 13.234 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.87B | 116B | 2% |
| Annual Yield % from dividends | 2.96 | 3.25 | 91% |
| Returns for 1 year | 9.86 | 16.08 | 61% |
| Returns for 3 years | 32.15 | 36.57 | 88% |
| Returns for 5 years | 29.35 | 58.51 | 50% |
| Returns for 10 years | 60.35 | 69.04 | 87% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| AIGGX | 16.35 | 0.21 | +1.30% |
| Aristotle Growth Equity I-2 | |||
| ICFSX | 9.89 | 0.10 | +1.02% |
| ICON Consumer Select Institutional | |||
| FSCDX | 28.52 | 0.23 | +0.81% |
| Fidelity Advisor Small Cap A | |||
| GPTUX | 13.41 | 0.08 | +0.60% |
| GuidePath® Tactical Allocation Svc | |||
| SVACX | 6.26 | 0.01 | +0.16% |
| Federated Hermes Strategic Value Div C | |||