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RGBCX vs RIREX
RGBCX vs RIREX Comparison
Open Charts RGBCX vs RIREX
American Funds Global Balanced R3
Price$39.80
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
RGBCX vs RIREX Comparison Chart in %
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RGBCX 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 RGBCX is a StrongBuy and RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 116B vs. RGBCX (28.1B). 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 : 15.71 vs. RGBCX (7.41). RIREX return over 5 years is better than : 50.20 vs. RGBCX (25.55).
| 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 | 9.949 | 13.071 | 76% |
| 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 | 1.77 | 2.97 | 60% |
| Returns for 1 year | 7.41 | 15.71 | 47% |
| Returns for 3 years | 29.36 | 33.22 | 88% |
| Returns for 5 years | 25.55 | 50.20 | 51% |
| Returns for 10 years | 42.49 | 52.98 | 80% |
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