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RGBEX vs RIREX
RGBEX vs RIREX Comparison
Open Charts RGBEX vs RIREX
American Funds Global Balanced R4
Price$39.14
Change-$0.25 (-0.63%)
VolumeN/A
Net Assets27.47B
American Funds Capital Income Bldr R4
Price$75.16
Change-$0.54 (-0.71%)
VolumeN/A
Net Assets114.69B
RGBEX vs RIREX Comparison Chart
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RGBEX vs. RIREX commentary
Jun 14, 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: 115B vs. RGBEX (27.5B). RIREX pays higher dividends than RGBEX: RIREX (3.02) vs RGBEX (1.90). RGBEX was incepted earlier than RIREX: RGBEX (14 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 : 13.89 vs. RGBEX (5.54). RIREX return over 5 years is better than : 48.32 vs. RGBEX (25.88).
| RGBEX | RIREX | RGBEX / RIREX | |
| Total Expense Ratio | 0.81 | 0.62 | 131% |
| Annual Report Gross Expense Ratio | 0.81 | 0.62 | 131% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 7.274 | 10.384 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.5B | 115B | 24% |
| Annual Yield % from dividends | 1.90 | 3.02 | 63% |
| Returns for 1 year | 5.54 | 13.89 | 40% |
| Returns for 3 years | 27.76 | 32.31 | 86% |
| Returns for 5 years | 25.88 | 48.32 | 54% |
| Returns for 10 years | 37.84 | 45.96 | 82% |
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