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RGBEX vs RIREX
RGBEX vs RIREX Comparison
Open Charts RGBEX vs RIREX
American Funds Global Balanced R4
Price$40.05
Change-$0.17 (-0.42%)
VolumeN/A
Net Assets28.44B
American Funds Capital Income Bldr R4
Price$77.07
Change-$0.60 (-0.77%)
VolumeN/A
Net Assets117.32B
RGBEX vs RIREX Comparison Chart in %
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RGBEX vs. RIREX 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 RGBEX is a StrongBuy and RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 117B vs. RGBEX (28.4B). RIREX pays higher dividends than RGBEX: RIREX (2.97) vs RGBEX (2.04). RGBEX was incepted earlier than RIREX: RGBEX (15 years) vs RIREX (23 years). RGBEX (0.81) is less costly to investors than RIREX (0.62). RGBEX is a more actively managed with annual turnover of: 114.00 vs. RIREX (56.00). RGBEX (250) and RIREX (250) have matching initial minimum investment requirements. RIREX annual gain was more profitable for investors over the last year : 13.09 vs. RGBEX (7.82). RIREX return over 5 years is better than : 47.33 vs. RGBEX (24.24).
| RGBEX | RIREX | RGBEX / RIREX | |
| Total Expense Ratio | 0.81 | 0.62 | 131% |
| Annual Report Gross Expense Ratio | 0.81 | 0.62 | 131% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 10.613 | 13.189 | 80% |
| 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 | 2.04 | 2.97 | 69% |
| Returns for 1 year | 7.82 | 13.09 | 60% |
| Returns for 3 years | 26.82 | 30.60 | 88% |
| Returns for 5 years | 24.24 | 47.33 | 51% |
| Returns for 10 years | 42.69 | 50.77 | 84% |
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