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GBLFX vs RIRBX
GBLFX vs RIRBX Comparison
Open Charts GBLFX vs RIRBX
American Funds Global Balanced F2
Price$39.87
Change+$0.15 (+0.38%)
VolumeN/A
Net Assets28.13B
American Funds Capital Income Bldr R2
Price$77.09
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
GBLFX vs RIRBX Comparison Chart in %
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GBLFX vs. RIRBX commentary
Jul 07, 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 RIRBX is a Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 116B vs. GBLFX (28.1B). RIRBX (2.28) and GBLFX (2.27) have matching dividends . GBLFX was incepted earlier than RIRBX: GBLFX (14 years) vs RIRBX (23 years). RIRBX (1.36) is less costly to investors than GBLFX (0.58). GBLFX is a more actively managed with annual turnover of: 114.00 vs. RIRBX (56.00). GBLFX (250) and RIRBX (250) have matching initial minimum investment requirements. RIRBX annual gain was more profitable for investors over the last year : 14.86 vs. GBLFX (7.99). RIRBX return over 5 years is better than : 45.96 vs. GBLFX (28.01).
| GBLFX | RIRBX | GBLFX / RIRBX | |
| Total Expense Ratio | 0.58 | 1.36 | 43% |
| Annual Report Gross Expense Ratio | 0.58 | 1.36 | 43% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 10.242 | 12.649 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.1B | 116B | 24% |
| Annual Yield % from dividends | 2.27 | 2.28 | 99% |
| Returns for 1 year | 7.99 | 14.86 | 54% |
| Returns for 3 years | 31.12 | 30.66 | 102% |
| Returns for 5 years | 28.01 | 45.96 | 61% |
| Returns for 10 years | 45.82 | 47.88 | 96% |
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