Interact to see
Advertisement
Advertisement
GBLCX vs RIRAX
GBLCX vs RIRAX Comparison
Open Charts GBLCX vs RIRAX
American Funds Global Balanced C
Price$41.90
Change+$0.09 (+0.22%)
VolumeN/A
Net Assets30.29B
American Funds Capital Income Bldr R1
Price$80.56
Change-$0.07 (-0.09%)
VolumeN/A
Net Assets121.99B
GBLCX vs RIRAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
GBLCX vs. RIRAX commentary
Dec 04, 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 GBLCX is a StrongBuy and RIRAX is a Hold.
FUNDAMENTALS
Fundamentals
RIRAX has more cash in the bank: 122B vs. GBLCX (30.3B). RIRAX pays higher dividends than GBLCX: RIRAX (2.15) vs GBLCX (1.27). GBLCX was incepted earlier than RIRAX: GBLCX (15 years) vs RIRAX (24 years). GBLCX (1.55) is less costly to investors than RIRAX (1.36). GBLCX is a more actively managed with annual turnover of: 114.00 vs. RIRAX (56.00). GBLCX (250) and RIRAX (250) have matching initial minimum investment requirements. RIRAX annual gain was more profitable for investors over the last year : 12.78 vs. GBLCX (8.97). RIRAX return over 5 years is better than : 41.81 vs. GBLCX (18.35).
| GBLCX | RIRAX | GBLCX / RIRAX | |
| Total Expense Ratio | 1.55 | 1.36 | 114% |
| Annual Report Gross Expense Ratio | 1.55 | 1.36 | 114% |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 15.428 | 18.180 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.3B | 122B | 25% |
| Annual Yield % from dividends | 1.27 | 2.15 | 59% |
| Returns for 1 year | 8.97 | 12.78 | 70% |
| Returns for 3 years | 29.88 | 32.37 | 92% |
| Returns for 5 years | 18.35 | 41.81 | 44% |
| Returns for 10 years | 50.45 | 59.68 | 85% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement