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RGBFX vs RIRAX
RGBFX vs RIRAX Comparison
Open Charts RGBFX vs RIRAX
American Funds Global Balanced R5
Price$41.82
Change-$0.38 (-0.90%)
VolumeN/A
Net Assets30.45B
American Funds Capital Income Bldr R1
Price$80.18
Change-$0.64 (-0.79%)
VolumeN/A
Net Assets121.54B
RGBFX vs RIRAX Comparison Chart in %
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RGBFX vs. RIRAX commentary
Nov 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 RGBFX is a StrongBuy and RIRAX is a Buy.
FUNDAMENTALS
Fundamentals
RIRAX has more cash in the bank: 122B vs. RGBFX (30.4B). RGBFX (2.23) and RIRAX (2.20) have matching dividends . RGBFX was incepted earlier than RIRAX: RGBFX (15 years) vs RIRAX (23 years). RIRAX (1.36) is less costly to investors than RGBFX (0.52). RGBFX is a more actively managed with annual turnover of: 114.00 vs. RIRAX (56.00). RGBFX (250) and RIRAX (250) have matching initial minimum investment requirements. RIRAX annual gain was more profitable for investors over the last year : 14.14 vs. RGBFX (11.59). RIRAX return over 5 years is better than : 46.13 vs. RGBFX (27.90).
| RGBFX | RIRAX | RGBFX / RIRAX | |
| Total Expense Ratio | 0.52 | 1.36 | 38% |
| Annual Report Gross Expense Ratio | 0.52 | 1.36 | 38% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 17.193 | 18.459 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.4B | 122B | 25% |
| Annual Yield % from dividends | 2.23 | 2.20 | 101% |
| Returns for 1 year | 11.59 | 14.14 | 82% |
| Returns for 3 years | 38.84 | 37.23 | 104% |
| Returns for 5 years | 27.90 | 46.13 | 60% |
| Returns for 10 years | 60.79 | 62.57 | 97% |
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