Interact to see
Advertisement
Advertisement
RGBFX vs RIRCX
RGBFX vs RIRCX Comparison
Open Charts RGBFX vs RIRCX
American Funds Global Balanced R5
Price$39.92
Change+$0.15 (+0.38%)
VolumeN/A
Net Assets28.13B
American Funds Capital Income Bldr R3
Price$77.05
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
RGBFX vs RIRCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RGBFX vs. RIRCX commentary
Jul 06, 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 RIRCX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 116B vs. RGBFX (28.1B). RIRCX pays higher dividends than RGBFX: RIRCX (2.69) vs RGBFX (2.32). RGBFX was incepted earlier than RIRCX: RGBFX (14 years) vs RIRCX (23 years). RIRCX (0.91) is less costly to investors than RGBFX (0.52). RGBFX is a more actively managed with annual turnover of: 114.00 vs. RIRCX (56.00). RGBFX (250) and RIRCX (250) have matching initial minimum investment requirements. RIRCX annual gain was more profitable for investors over the last year : 15.38 vs. RGBFX (8.04). RIRCX return over 5 years is better than : 48.50 vs. RGBFX (28.26).
| RGBFX | RIRCX | RGBFX / RIRCX | |
| Total Expense Ratio | 0.52 | 0.91 | 57% |
| Annual Report Gross Expense Ratio | 0.52 | 0.91 | 57% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 10.259 | 12.900 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.1B | 116B | 24% |
| Annual Yield % from dividends | 2.32 | 2.69 | 86% |
| Returns for 1 year | 8.04 | 15.38 | 52% |
| Returns for 3 years | 31.29 | 32.20 | 97% |
| Returns for 5 years | 28.26 | 48.50 | 58% |
| Returns for 10 years | 46.23 | 50.94 | 91% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement