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GBLEX vs RIREX
GBLEX vs RIREX Comparison
Open Charts GBLEX vs RIREX
American Funds Global Balanced F1
Price$40.85
Change+$0.18 (+0.44%)
VolumeN/A
Net Assets29.39B
American Funds Capital Income Bldr R4
Price$78.73
Change+$0.44 (+0.56%)
VolumeN/A
Net Assets118.94B
GBLEX vs RIREX Comparison Chart in %
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GBLEX vs. RIREX 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 RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 119B vs. GBLEX (29.4B). RIREX pays higher dividends than GBLEX: RIREX (2.90) vs GBLEX (1.96). 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 : 10.21 vs. GBLEX (4.34). RIREX return over 5 years is better than : 55.39 vs. GBLEX (29.66).
| 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 | 13.210 | 16.296 | 81% |
| 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 | 2.90 | 68% |
| Returns for 1 year | 4.34 | 10.21 | 43% |
| Returns for 3 years | 44.98 | 48.95 | 92% |
| Returns for 5 years | 29.66 | 55.39 | 54% |
| Returns for 10 years | 58.11 | 70.11 | 83% |
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