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GBLCX vs RIRFX
GBLCX vs RIRFX Comparison
Open Charts GBLCX vs RIRFX
American Funds Global Balanced C
Price$40.67
Change+$0.12 (+0.30%)
VolumeN/A
Net Assets29.03B
American Funds Capital Income Bldr R5
Price$78.74
Change+$0.13 (+0.17%)
VolumeN/A
Net Assets118.23B
GBLCX vs RIRFX Comparison Chart in %
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GBLCX vs. RIRFX commentary
Sep 09, 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 Buy and RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 118B vs. GBLCX (29B). RIRFX pays higher dividends than GBLCX: RIRFX (3.17) vs GBLCX (1.32). GBLCX was incepted earlier than RIRFX: GBLCX (15 years) vs RIRFX (23 years). GBLCX (1.55) is less costly to investors than RIRFX (0.31). GBLCX is a more actively managed with annual turnover of: 114.00 vs. RIRFX (56.00). GBLCX (250) and RIRFX (250) have matching initial minimum investment requirements. RIRFX annual gain was more profitable for investors over the last year : 12.22 vs. GBLCX (6.17). RIRFX return over 5 years is better than : 57.77 vs. GBLCX (21.40).
| GBLCX | RIRFX | GBLCX / RIRFX | |
| Total Expense Ratio | 1.55 | 0.31 | 500% |
| Annual Report Gross Expense Ratio | 1.55 | 0.31 | 500% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 11.730 | 15.572 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29B | 118B | 25% |
| Annual Yield % from dividends | 1.32 | 3.17 | 41% |
| Returns for 1 year | 6.17 | 12.22 | 51% |
| Returns for 3 years | 32.55 | 41.75 | 78% |
| Returns for 5 years | 21.40 | 57.77 | 37% |
| Returns for 10 years | 47.14 | 79.00 | 60% |
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