Interact to see
Advertisement
Advertisement
RGBFX vs RIREX
RGBFX vs RIREX Comparison
Open Charts RGBFX vs RIREX
American Funds Global Balanced R5
Price$40.86
Change+$0.12 (+0.29%)
VolumeN/A
Net Assets29.03B
American Funds Capital Income Bldr R4
Price$78.67
Change+$0.13 (+0.17%)
VolumeN/A
Net Assets118.23B
RGBFX vs RIREX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RGBFX vs. RIREX 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 RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 118B vs. RGBFX (29B). RIREX pays higher dividends than RGBFX: RIREX (2.90) vs RGBFX (2.27). RGBFX was incepted earlier than RIREX: RGBFX (15 years) vs RIREX (23 years). RIREX (0.62) is less costly to investors than RGBFX (0.52). RGBFX is a more actively managed with annual turnover of: 114.00 vs. RIREX (56.00). RGBFX (250) and RIREX (250) have matching initial minimum investment requirements. RIREX annual gain was more profitable for investors over the last year : 13.18 vs. RGBFX (8.63). RIREX return over 5 years is better than : 49.56 vs. RGBFX (27.01).
| RGBFX | RIREX | RGBFX / RIREX | |
| Total Expense Ratio | 0.52 | 0.62 | 84% |
| Annual Report Gross Expense Ratio | 0.52 | 0.62 | 84% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 12.855 | 15.539 | 83% |
| 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 | 2.90 | 78% |
| Returns for 1 year | 8.63 | 13.18 | 65% |
| Returns for 3 years | 33.55 | 35.33 | 95% |
| Returns for 5 years | 27.01 | 49.56 | 54% |
| Returns for 10 years | 54.41 | 62.93 | 86% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| BLE | 10.22 | 0.20 | +2.00% |
| BlackRock Municipal Income Trust II | |||
| MSFU | 48.88 | 0.65 | +1.35% |
| Direxion Daily MSFT Bull 2X Shares | |||
| GUNR | 42.99 | 0.30 | +0.70% |
| FlexShares Mstar Glbl Upstrm Nat Res ETF | |||
| UXI | 44.57 | 0.14 | +0.31% |
| ProShares Ultra Industrials | |||
| NBFC | 51.51 | N/A | N/A |
| Neuberger Berman Flexible Credit Inc ETF | |||