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GBLFX vs RIRAX
GBLFX vs RIRAX Comparison
Open Charts GBLFX vs RIRAX
American Funds Global Balanced F2
Price$41.94
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets30.46B
American Funds Capital Income Bldr R1
Price$80.56
Change-$0.07 (-0.09%)
VolumeN/A
Net Assets121.99B
GBLFX vs RIRAX Comparison Chart in %
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GBLFX vs. RIRAX commentary
Dec 04, 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 GBLFX is a StrongBuy and RIRAX is a Hold.
FUNDAMENTALS
Fundamentals
RIRAX has more cash in the bank: 122B vs. GBLFX (30.5B). GBLFX (2.16) and RIRAX (2.15) have matching dividends . GBLFX was incepted earlier than RIRAX: GBLFX (15 years) vs RIRAX (23 years). RIRAX (1.36) is less costly to investors than GBLFX (0.58). GBLFX is a more actively managed with annual turnover of: 114.00 vs. RIRAX (56.00). GBLFX (250) and RIRAX (250) have matching initial minimum investment requirements. RIRAX annual gain was more profitable for investors over the last year : 12.78 vs. GBLFX (10.04). RIRAX return over 5 years is better than : 41.81 vs. GBLFX (22.93).
| GBLFX | RIRAX | GBLFX / RIRAX | |
| Total Expense Ratio | 0.58 | 1.36 | 43% |
| Annual Report Gross Expense Ratio | 0.58 | 1.36 | 43% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 16.508 | 18.180 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.5B | 122B | 25% |
| Annual Yield % from dividends | 2.16 | 2.15 | 101% |
| Returns for 1 year | 10.04 | 12.78 | 79% |
| Returns for 3 years | 33.48 | 32.37 | 103% |
| Returns for 5 years | 22.93 | 41.81 | 55% |
| Returns for 10 years | 57.37 | 59.68 | 96% |
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