Interact to see
Advertisement
Advertisement
GBLEX vs RIRCX
GBLEX vs RIRCX Comparison
Open Charts GBLEX vs RIRCX
American Funds Global Balanced F1
Price$40.85
Change+$0.18 (+0.44%)
VolumeN/A
Net Assets29.39B
American Funds Capital Income Bldr R3
Price$78.79
Change+$0.43 (+0.55%)
VolumeN/A
Net Assets118.94B
GBLEX vs RIRCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
GBLEX vs. RIRCX commentary
Sep 29, 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 GBLEX is a Buy and RIRCX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 119B vs. GBLEX (29.4B). RIRCX pays higher dividends than GBLEX: RIRCX (2.63) vs GBLEX (1.96). GBLEX was incepted earlier than RIRCX: GBLEX (15 years) vs RIRCX (23 years). RIRCX (0.91) is less costly to investors than GBLEX (0.86). GBLEX is a more actively managed with annual turnover of: 114.00 vs. RIRCX (56.00). GBLEX (250) and RIRCX (250) have matching initial minimum investment requirements. RIRCX annual gain was more profitable for investors over the last year : 9.89 vs. GBLEX (4.34). RIRCX return over 5 years is better than : 53.55 vs. GBLEX (29.66).
| GBLEX | RIRCX | GBLEX / RIRCX | |
| Total Expense Ratio | 0.86 | 0.91 | 95% |
| Annual Report Gross Expense Ratio | 0.86 | 0.91 | 95% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 13.210 | 16.030 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.4B | 119B | 25% |
| Annual Yield % from dividends | 1.96 | 2.63 | 75% |
| Returns for 1 year | 4.34 | 9.89 | 44% |
| Returns for 3 years | 44.98 | 47.72 | 94% |
| Returns for 5 years | 29.66 | 53.55 | 55% |
| Returns for 10 years | 58.11 | 67.72 | 86% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement