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GBLFX vs RIRGX
GBLFX vs RIRGX Comparison
Open Charts GBLFX vs RIRGX
American Funds Global Balanced F2
Price$39.87
Change+$0.15 (+0.38%)
VolumeN/A
Net Assets28.13B
American Funds Capital Income Bldr R6
Price$76.97
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
GBLFX vs RIRGX Comparison Chart in %
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GBLFX vs. RIRGX 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 RIRGX is a Buy.
FUNDAMENTALS
Fundamentals
RIRGX has more cash in the bank: 116B vs. GBLFX (28.1B). RIRGX pays higher dividends than GBLFX: RIRGX (3.30) vs GBLFX (2.27). GBLFX was incepted earlier than RIRGX: GBLFX (14 years) vs RIRGX (16 years). GBLFX (0.58) is less costly to investors than RIRGX (0.27). GBLFX is a more actively managed with annual turnover of: 114.00 vs. RIRGX (56.00). GBLFX (250) and RIRGX (250) have matching initial minimum investment requirements. RIRGX annual gain was more profitable for investors over the last year : 16.10 vs. GBLFX (7.99). RIRGX return over 5 years is better than : 52.22 vs. GBLFX (28.01).
| GBLFX | RIRGX | GBLFX / RIRGX | |
| Total Expense Ratio | 0.58 | 0.27 | 215% |
| Annual Report Gross Expense Ratio | 0.58 | 0.27 | 215% |
| Fund Existence | 14 years | 16 years | - |
| Gain YTD | 10.242 | 13.251 | 77% |
| 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 | 3.30 | 69% |
| Returns for 1 year | 7.99 | 16.10 | 50% |
| Returns for 3 years | 31.12 | 34.45 | 90% |
| Returns for 5 years | 28.01 | 52.22 | 54% |
| Returns for 10 years | 45.82 | 55.42 | 83% |
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