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RGBFX vs RIRAX
RGBFX vs RIRAX Comparison
Open Charts RGBFX vs RIRAX
American Funds Global Balanced R5
Price$40.45
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets30.29B
American Funds Capital Income Bldr R1
Price$77.32
Change+$0.13 (+0.17%)
VolumeN/A
Net Assets120.93B
RGBFX vs RIRAX Comparison Chart in %
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RGBFX vs. RIRAX commentary
Dec 26, 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 Hold.
FUNDAMENTALS
Fundamentals
RIRAX has more cash in the bank: 121B vs. RGBFX (30.3B). RGBFX (2.20) and RIRAX (2.15) have matching dividends . RGBFX was incepted earlier than RIRAX: RGBFX (15 years) vs RIRAX (24 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 : 12.56 vs. RGBFX (11.15). RIRAX return over 5 years is better than : 36.28 vs. RGBFX (18.71).
| 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 | 24 years | - |
| Gain YTD | 12.333 | 13.329 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.3B | 121B | 25% |
| Annual Yield % from dividends | 2.20 | 2.15 | 103% |
| Returns for 1 year | 11.15 | 12.56 | 89% |
| Returns for 3 years | 32.17 | 30.50 | 105% |
| Returns for 5 years | 18.71 | 36.28 | 52% |
| Returns for 10 years | 56.94 | 54.65 | 104% |
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