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RGBFX vs RIRAX
RGBFX vs RIRAX Comparison
Open Charts RGBFX vs RIRAX
American Funds Global Balanced R5
Price$41.26
Change-$0.04 (-0.10%)
VolumeN/A
Net Assets29.75B
American Funds Capital Income Bldr R1
Price$79.40
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets119.59B
RGBFX vs RIRAX Comparison Chart in %
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RGBFX vs. RIRAX commentary
Oct 19, 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 Hold and RIRAX is a Buy.
FUNDAMENTALS
Fundamentals
RIRAX has more cash in the bank: 120B vs. RGBFX (29.7B). RGBFX (2.26) 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 : 9.94 vs. RGBFX (6.98). RIRAX return over 5 years is better than : 47.93 vs. RGBFX (28.97).
| 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 | 14.583 | 16.377 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.7B | 120B | 25% |
| Annual Yield % from dividends | 2.26 | 2.20 | 103% |
| Returns for 1 year | 6.98 | 9.94 | 70% |
| Returns for 3 years | 45.13 | 44.51 | 101% |
| Returns for 5 years | 28.97 | 47.93 | 60% |
| Returns for 10 years | 53.35 | 54.90 | 97% |
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