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GBLAX vs RIREX
GBLAX vs RIREX Comparison
Open Charts GBLAX vs RIREX
American Funds Global Balanced A
Price$40.45
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets28.78B
American Funds Capital Income Bldr R4
Price$77.88
Change-$0.11 (-0.14%)
VolumeN/A
Net Assets117.67B
GBLAX vs RIREX Comparison Chart in %
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GBLAX vs. RIREX commentary
Aug 20, 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 Hold and RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 118B vs. GBLAX (28.8B). RIREX pays higher dividends than GBLAX: RIREX (2.97) vs GBLAX (2.05). GBLAX was incepted earlier than RIREX: GBLAX (15 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 : 12.09 vs. GBLAX (6.72). RIREX return over 5 years is better than : 48.43 vs. GBLAX (24.90).
| GBLAX | RIREX | GBLAX / RIREX | |
| Total Expense Ratio | 0.81 | 0.62 | 131% |
| Annual Report Gross Expense Ratio | 0.81 | 0.62 | 131% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 11.725 | 14.378 | 82% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.8B | 118B | 24% |
| Annual Yield % from dividends | 2.05 | 2.97 | 69% |
| Returns for 1 year | 6.72 | 12.09 | 56% |
| Returns for 3 years | 27.98 | 30.93 | 90% |
| Returns for 5 years | 24.90 | 48.43 | 51% |
| Returns for 10 years | 49.49 | 58.89 | 84% |
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