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GAOSX vs RIRHX
GAOSX vs RIRHX Comparison
Open Charts GAOSX vs RIRHX
JPMorgan Global Allocation I
Price$21.72
Change+$0.04 (+0.18%)
VolumeN/A
Net Assets2.87B
American Funds Capital Income Bldr R5E
Price$76.85
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
GAOSX vs RIRHX Comparison Chart in %
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GAOSX vs. RIRHX 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 RIRHX is a Buy.
FUNDAMENTALS
Fundamentals
RIRHX has more cash in the bank: 116B vs. GAOSX (2.87B). RIRHX pays higher dividends than GAOSX: RIRHX (3.16) vs GAOSX (2.96). 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 : 15.93 vs. GAOSX (9.86). RIRHX return over 5 years is better than : 51.33 vs. GAOSX (29.35).
| 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 | 8.923 | 13.177 | 68% |
| 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 | 3.16 | 94% |
| Returns for 1 year | 9.86 | 15.93 | 62% |
| Returns for 3 years | 32.15 | 33.91 | 95% |
| Returns for 5 years | 29.35 | 51.33 | 57% |
| Returns for 10 years | 60.35 | N/A | - |
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