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GBLAX vs RIREX
GBLAX vs RIREX Comparison
Open Charts GBLAX vs RIREX
American Funds Global Balanced A
Price$39.14
Change-$0.26 (-0.66%)
VolumeN/A
Net Assets27.3B
American Funds Capital Income Bldr R4
Price$75.16
Change-$0.54 (-0.71%)
VolumeN/A
Net Assets113.85B
GBLAX vs RIREX Comparison Chart
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GBLAX vs. RIREX 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 GBLAX is a StrongBuy and RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 114B vs. GBLAX (27.3B). RIREX pays higher dividends than GBLAX: RIREX (3.02) vs GBLAX (1.91). GBLAX was incepted earlier than RIREX: GBLAX (14 years) vs RIREX (23 years). GBLAX (0.81) is less costly to investors than RIREX (0.62). GBLAX is a more actively managed with annual turnover of: 114.00 vs. RIREX (56.00). GBLAX (250) and RIREX (250) have matching initial minimum investment requirements. RIREX annual gain was more profitable for investors over the last year : 13.89 vs. GBLAX (5.52). RIREX return over 5 years is better than : 48.32 vs. GBLAX (25.88).
| GBLAX | RIREX | GBLAX / RIREX | |
| Total Expense Ratio | 0.81 | 0.62 | 131% |
| Annual Report Gross Expense Ratio | 0.81 | 0.62 | 131% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 7.277 | 10.384 | 70% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.3B | 114B | 24% |
| Annual Yield % from dividends | 1.91 | 3.02 | 63% |
| Returns for 1 year | 5.52 | 13.89 | 40% |
| Returns for 3 years | 27.77 | 32.31 | 86% |
| Returns for 5 years | 25.88 | 48.32 | 54% |
| Returns for 10 years | 37.86 | 45.96 | 82% |
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