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GBLEX vs RIREX
GBLEX vs RIREX Comparison
Open Charts GBLEX vs RIREX
American Funds Global Balanced F1
Price$40.50
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets28.78B
American Funds Capital Income Bldr R4
Price$77.99
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets117.69B
GBLEX vs RIREX Comparison Chart in %
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GBLEX vs. RIREX commentary
Aug 18, 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 Hold and RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 118B vs. GBLEX (28.8B). RIREX pays higher dividends than GBLEX: RIREX (2.97) vs GBLEX (2.00). GBLEX was incepted earlier than RIREX: GBLEX (15 years) vs RIREX (23 years). GBLEX (0.86) is less costly to investors than RIREX (0.62). GBLEX is a more actively managed with annual turnover of: 114.00 vs. RIREX (56.00). GBLEX (250) and RIREX (250) have matching initial minimum investment requirements. RIREX annual gain was more profitable for investors over the last year : 12.52 vs. GBLEX (6.99). RIREX return over 5 years is better than : 48.17 vs. GBLEX (24.63).
| GBLEX | RIREX | GBLEX / RIREX | |
| Total Expense Ratio | 0.86 | 0.62 | 139% |
| Annual Report Gross Expense Ratio | 0.86 | 0.62 | 139% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 11.709 | 14.540 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.8B | 118B | 24% |
| Annual Yield % from dividends | 2.00 | 2.97 | 67% |
| Returns for 1 year | 6.99 | 12.52 | 56% |
| Returns for 3 years | 25.73 | 29.65 | 87% |
| Returns for 5 years | 24.63 | 48.17 | 51% |
| Returns for 10 years | 44.92 | 53.55 | 84% |
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