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RGBEX vs RIREX
RGBEX vs RIREX Comparison
Open Charts RGBEX vs RIREX
American Funds Global Balanced R4
Price$40.63
Change-$0.22 (-0.54%)
VolumeN/A
Net Assets29.41B
American Funds Capital Income Bldr R4
Price$78.73
Change+$0.44 (+0.56%)
VolumeN/A
Net Assets118.3B
RGBEX vs RIREX Comparison Chart in %
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RGBEX vs. RIREX commentary
Sep 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 RGBEX is a Hold and RIREX is a Hold.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 118B vs. RGBEX (29.4B). RIREX pays higher dividends than RGBEX: RIREX (2.90) vs RGBEX (2.00). 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 : 9.59 vs. RGBEX (3.92). RIREX return over 5 years is better than : 54.52 vs. RGBEX (29.26).
| 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 | 12.755 | 15.646 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.4B | 118B | 25% |
| Annual Yield % from dividends | 2.00 | 2.90 | 69% |
| Returns for 1 year | 3.92 | 9.59 | 41% |
| Returns for 3 years | 44.48 | 48.12 | 92% |
| Returns for 5 years | 29.26 | 54.52 | 54% |
| Returns for 10 years | 57.57 | 69.16 | 83% |
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