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RGBFX vs RIRCX
RGBFX vs RIRCX Comparison
Open Charts RGBFX vs RIRCX
American Funds Global Balanced R5
Price$40.86
Change+$0.12 (+0.29%)
VolumeN/A
Net Assets29.03B
American Funds Capital Income Bldr R3
Price$78.69
Change+$0.14 (+0.18%)
VolumeN/A
Net Assets118.23B
RGBFX vs RIRCX Comparison Chart in %
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RGBFX vs. RIRCX commentary
Sep 09, 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 Buy and RIRCX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 118B vs. RGBFX (29B). RIRCX pays higher dividends than RGBFX: RIRCX (2.63) vs RGBFX (2.27). RGBFX was incepted earlier than RIRCX: RGBFX (15 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 : 12.86 vs. RGBFX (8.63). RIRCX return over 5 years is better than : 47.87 vs. RGBFX (27.01).
| RGBFX | RIRCX | RGBFX / RIRCX | |
| Total Expense Ratio | 0.52 | 0.91 | 57% |
| Annual Report Gross Expense Ratio | 0.52 | 0.91 | 57% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 12.855 | 15.303 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29B | 118B | 25% |
| Annual Yield % from dividends | 2.27 | 2.63 | 86% |
| Returns for 1 year | 8.63 | 12.86 | 67% |
| Returns for 3 years | 33.55 | 34.29 | 98% |
| Returns for 5 years | 27.01 | 47.87 | 56% |
| Returns for 10 years | 54.41 | 60.76 | 90% |
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