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GFBLX vs RIREX
GFBLX vs RIREX Comparison
Open Charts GFBLX vs RIREX
American Funds Global Balanced F3
Price$39.84
Change+$0.15 (+0.38%)
VolumeN/A
Net Assets28.13B
American Funds Capital Income Bldr R4
Price$76.99
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
GFBLX vs RIREX Comparison Chart in %
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GFBLX vs. RIREX commentary
Jul 06, 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 GFBLX is a StrongBuy and RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 116B vs. GFBLX (28.1B). RIREX pays higher dividends than GFBLX: RIREX (2.97) vs GFBLX (2.37). GFBLX was incepted earlier than RIREX: GFBLX (8 years) vs RIREX (23 years). RIREX (0.62) is less costly to investors than GFBLX (0.47). GFBLX is a more actively managed with annual turnover of: 114.00 vs. RIREX (56.00). RIREX has a lower initial minimum investment than GFBLX: RIREX (250) vs GFBLX (1000000). RIREX annual gain was more profitable for investors over the last year : 15.71 vs. GFBLX (8.08). RIREX return over 5 years is better than : 50.20 vs. GFBLX (28.47).
| GFBLX | RIREX | GFBLX / RIREX | |
| Total Expense Ratio | 0.47 | 0.62 | 76% |
| Annual Report Gross Expense Ratio | 0.47 | 0.62 | 76% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 10.280 | 13.071 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.1B | 116B | 24% |
| Annual Yield % from dividends | 2.37 | 2.97 | 80% |
| Returns for 1 year | 8.08 | 15.71 | 51% |
| Returns for 3 years | 31.46 | 33.22 | 95% |
| Returns for 5 years | 28.47 | 50.20 | 57% |
| Returns for 10 years | N/A | 52.98 | - |
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