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GBLCX vs RIRFX
GBLCX vs RIRFX Comparison
Open Charts GBLCX vs RIRFX
American Funds Global Balanced C
Price$39.03
Change-$0.25 (-0.64%)
VolumeN/A
Net Assets27.3B
American Funds Capital Income Bldr R5
Price$75.18
Change-$0.54 (-0.71%)
VolumeN/A
Net Assets113.85B
GBLCX vs RIRFX Comparison Chart
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GBLCX vs. RIRFX 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 GBLCX is a StrongBuy and RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 114B vs. GBLCX (27.3B). RIRFX pays higher dividends than GBLCX: RIRFX (3.30) vs GBLCX (1.18). 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 : 14.23 vs. GBLCX (4.75). RIRFX return over 5 years is better than : 57.55 vs. GBLCX (22.71).
| 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 | 6.916 | 10.529 | 66% |
| Front Load | N/A | 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 | 1.18 | 3.30 | 36% |
| Returns for 1 year | 4.75 | 14.23 | 33% |
| Returns for 3 years | 25.57 | 35.63 | 72% |
| Returns for 5 years | 22.71 | 57.55 | 39% |
| Returns for 10 years | 33.72 | 61.19 | 55% |
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