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GBLCX vs RIRFX
GBLCX vs RIRFX Comparison
Open Charts GBLCX vs RIRFX
American Funds Global Balanced C
Price$39.81
Change+$0.15 (+0.38%)
VolumeN/A
Net Assets28.13B
American Funds Capital Income Bldr R5
Price$77.02
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
GBLCX vs RIRFX Comparison Chart in %
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GBLCX vs. RIRFX 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 GBLCX is a StrongBuy and RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 116B vs. GBLCX (28.1B). RIRFX pays higher dividends than GBLCX: RIRFX (3.25) vs GBLCX (1.34). GBLCX was incepted earlier than RIRFX: GBLCX (14 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 : 16.08 vs. GBLCX (6.94). RIRFX return over 5 years is better than : 58.51 vs. GBLCX (23.52).
| GBLCX | RIRFX | GBLCX / RIRFX | |
| Total Expense Ratio | 1.55 | 0.31 | 500% |
| Annual Report Gross Expense Ratio | 1.55 | 0.31 | 500% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 9.691 | 13.234 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.1B | 116B | 24% |
| Annual Yield % from dividends | 1.34 | 3.25 | 41% |
| Returns for 1 year | 6.94 | 16.08 | 43% |
| Returns for 3 years | 27.82 | 36.57 | 76% |
| Returns for 5 years | 23.52 | 58.51 | 40% |
| Returns for 10 years | 39.76 | 69.04 | 58% |
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