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RGBFX vs RIRCX
RGBFX vs RIRCX Comparison
Open Charts RGBFX vs RIRCX
American Funds Global Balanced R5
Price$39.21
Change-$0.26 (-0.66%)
VolumeN/A
Net Assets27.47B
American Funds Capital Income Bldr R3
Price$75.23
Change-$0.55 (-0.73%)
VolumeN/A
Net Assets114.69B
RGBFX vs RIRCX Comparison Chart
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RGBFX vs. RIRCX commentary
Jun 15, 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: 115B vs. RGBFX (27.5B). RIRCX pays higher dividends than RGBFX: RIRCX (2.74) vs RGBFX (2.18). 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 : 13.55 vs. RGBFX (5.81). RIRCX return over 5 years is better than : 46.72 vs. RGBFX (27.12).
| 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 | 7.399 | 10.233 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.5B | 115B | 24% |
| Annual Yield % from dividends | 2.18 | 2.74 | 79% |
| Returns for 1 year | 5.81 | 13.55 | 43% |
| Returns for 3 years | 28.60 | 31.29 | 91% |
| Returns for 5 years | 27.12 | 46.72 | 58% |
| Returns for 10 years | 39.51 | 44.10 | 90% |
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