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GBLFX vs RIRCX
GBLFX vs RIRCX Comparison
Open Charts GBLFX vs RIRCX
American Funds Global Balanced F2
Price$40.06
Change-$0.17 (-0.42%)
VolumeN/A
Net Assets28.44B
American Funds Capital Income Bldr R3
Price$77.11
Change-$0.61 (-0.78%)
VolumeN/A
Net Assets117.32B
GBLFX vs RIRCX Comparison Chart in %
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GBLFX vs. RIRCX commentary
Jul 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 GBLFX is a StrongBuy and RIRCX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 117B vs. GBLFX (28.4B). RIRCX pays higher dividends than GBLFX: RIRCX (2.69) vs GBLFX (2.27). GBLFX was incepted earlier than RIRCX: GBLFX (15 years) vs RIRCX (23 years). RIRCX (0.91) is less costly to investors than GBLFX (0.58). GBLFX is a more actively managed with annual turnover of: 114.00 vs. RIRCX (56.00). GBLFX (250) and RIRCX (250) have matching initial minimum investment requirements. RIRCX annual gain was more profitable for investors over the last year : 12.75 vs. GBLFX (8.07). RIRCX return over 5 years is better than : 45.66 vs. GBLFX (25.30).
| GBLFX | RIRCX | GBLFX / RIRCX | |
| Total Expense Ratio | 0.58 | 0.91 | 64% |
| Annual Report Gross Expense Ratio | 0.58 | 0.91 | 64% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 10.768 | 12.988 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.4B | 117B | 24% |
| Annual Yield % from dividends | 2.27 | 2.69 | 84% |
| Returns for 1 year | 8.07 | 12.75 | 63% |
| Returns for 3 years | 27.57 | 29.59 | 93% |
| Returns for 5 years | 25.30 | 45.66 | 55% |
| Returns for 10 years | 44.16 | 48.74 | 91% |
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