Interact to see
Advertisement
Advertisement
GBLFX vs RIRAX
GBLFX vs RIRAX Comparison
Open Charts GBLFX vs RIRAX
American Funds Global Balanced F2
Price$40.43
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets30.29B
American Funds Capital Income Bldr R1
Price$77.38
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets120.93B
GBLFX vs RIRAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
GBLFX vs. RIRAX commentary
Dec 28, 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 Hold and RIRAX is a Hold.
FUNDAMENTALS
Fundamentals
RIRAX has more cash in the bank: 121B vs. GBLFX (30.3B). GBLFX (2.16) and RIRAX (2.15) have matching dividends . GBLFX was incepted earlier than RIRAX: GBLFX (15 years) vs RIRAX (24 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 : 12.46 vs. GBLFX (11.15). RIRAX return over 5 years is better than : 36.38 vs. GBLFX (18.55).
| 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 | 24 years | - |
| Gain YTD | 12.394 | 13.417 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.3B | 121B | 25% |
| Annual Yield % from dividends | 2.16 | 2.15 | 101% |
| Returns for 1 year | 11.15 | 12.46 | 90% |
| Returns for 3 years | 32.26 | 30.50 | 106% |
| Returns for 5 years | 18.55 | 36.38 | 51% |
| Returns for 10 years | 56.12 | 54.03 | 104% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| EWX | 65.96 | 0.59 | +0.90% |
| SPDR® S&P Emerging Markets Small Cap ETF | |||
| DIEM | 33.67 | 0.17 | +0.49% |
| Franklin Emerging Mkt Core Div TltIdxETF | |||
| HSCZ | 38.92 | 0.03 | +0.09% |
| iShares Currency Hdgd MSCI EAFE SmCp ETF | |||
| CLCG | 27.46 | -0.02 | -0.06% |
| Crossmark Large Cap Growth ETF | |||
| IWP | 139.66 | -0.17 | -0.12% |
| iShares Russell Mid-Cap Growth ETF | |||