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GAOSX vs RIRHX
GAOSX vs RIRHX Comparison
Open Charts GAOSX vs RIRHX
JPMorgan Global Allocation I
Price$21.24
Change-$0.20 (-0.93%)
VolumeN/A
Net Assets2.8B
American Funds Capital Income Bldr R5E
Price$75.02
Change-$0.54 (-0.71%)
VolumeN/A
Net Assets113.85B
GAOSX vs RIRHX Comparison Chart
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GAOSX vs. RIRHX 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 GAOSX is a StrongBuy and RIRHX is a Buy.
FUNDAMENTALS
Fundamentals
RIRHX has more cash in the bank: 114B vs. GAOSX (2.8B). RIRHX pays higher dividends than GAOSX: RIRHX (3.21) vs GAOSX (2.52). GAOSX was incepted earlier than RIRHX: GAOSX (14 years) vs RIRHX (10 years). GAOSX (0.93) is less costly to investors than RIRHX (0.42). GAOSX is a more actively managed with annual turnover of: 94.00 vs. RIRHX (56.00). RIRHX has a lower initial minimum investment than GAOSX: RIRHX (250) vs GAOSX (1000000). RIRHX annual gain was more profitable for investors over the last year : 14.10 vs. GAOSX (7.28). RIRHX return over 5 years is better than : 49.40 vs. GAOSX (28.17).
| GAOSX | RIRHX | GAOSX / RIRHX | |
| Total Expense Ratio | 0.78 | 0.42 | 186% |
| Annual Report Gross Expense Ratio | 0.93 | 0.42 | 221% |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | 5.440 | 10.482 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.8B | 114B | 2% |
| Annual Yield % from dividends | 2.52 | 3.21 | 78% |
| Returns for 1 year | 7.28 | 14.10 | 52% |
| Returns for 3 years | 29.00 | 32.99 | 88% |
| Returns for 5 years | 28.17 | 49.40 | 57% |
| Returns for 10 years | 53.63 | N/A | - |
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