Interact to see
Advertisement
Advertisement
RGBCX vs RIREX
RGBCX vs RIREX Comparison
Open Charts RGBCX vs RIREX
American Funds Global Balanced R3
Price$40.15
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets28.44B
American Funds Capital Income Bldr R4
Price$77.67
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets117.32B
RGBCX vs RIREX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RGBCX vs. RIREX commentary
Jul 27, 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 RGBCX is a StrongBuy and RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 117B vs. RGBCX (28.4B). RIREX pays higher dividends than RGBCX: RIREX (2.97) vs RGBCX (1.77). RGBCX was incepted earlier than RIREX: RGBCX (14 years) vs RIREX (23 years). RGBCX (1.11) is less costly to investors than RIREX (0.62). RGBCX is a more actively managed with annual turnover of: 114.00 vs. RIREX (56.00). RGBCX (250) and RIREX (250) have matching initial minimum investment requirements. RIREX annual gain was more profitable for investors over the last year : 14.95 vs. RGBCX (8.53). RIREX return over 5 years is better than : 50.00 vs. RGBCX (24.68).
| RGBCX | RIREX | RGBCX / RIREX | |
| Total Expense Ratio | 1.11 | 0.62 | 179% |
| Annual Report Gross Expense Ratio | 1.11 | 0.62 | 179% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 10.916 | 14.070 | 78% |
| 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 | 1.77 | 2.97 | 60% |
| Returns for 1 year | 8.53 | 14.95 | 57% |
| Returns for 3 years | 30.17 | 34.14 | 88% |
| Returns for 5 years | 24.68 | 50.00 | 49% |
| Returns for 10 years | 42.88 | 53.10 | 81% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement