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GAOSX vs RIRFX
GAOSX vs RIRFX Comparison
Open Charts GAOSX vs RIRFX
JPMorgan Global Allocation I
Price$22.79
Change+$0.07 (+0.31%)
VolumeN/A
Net Assets2.89B
American Funds Capital Income Bldr R5
Price$81.60
Change+$0.29 (+0.36%)
VolumeN/A
Net Assets120.93B
GAOSX vs RIRFX Comparison Chart in %
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GAOSX vs. RIRFX commentary
Dec 13, 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 Hold.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 121B vs. GAOSX (2.89B). RIRFX pays higher dividends than GAOSX: RIRFX (3.08) vs GAOSX (2.35). GAOSX was incepted earlier than RIRFX: GAOSX (15 years) vs RIRFX (24 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 : 15.81 vs. GAOSX (10.68). RIRFX return over 5 years is better than : 53.84 vs. GAOSX (17.32).
| GAOSX | RIRFX | GAOSX / RIRFX | |
| Total Expense Ratio | 0.78 | 0.31 | 252% |
| Annual Report Gross Expense Ratio | 0.93 | 0.31 | 300% |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 14.965 | 20.323 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.89B | 121B | 2% |
| Annual Yield % from dividends | 2.35 | 3.08 | 76% |
| Returns for 1 year | 10.68 | 15.81 | 68% |
| Returns for 3 years | 37.14 | 40.92 | 91% |
| Returns for 5 years | 17.32 | 53.84 | 32% |
| Returns for 10 years | 75.90 | 89.49 | 85% |
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