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RGBFX vs RIREX
RGBFX vs RIREX Comparison
Open Charts RGBFX vs RIREX
American Funds Global Balanced R5
Price$39.21
Change-$0.26 (-0.66%)
VolumeN/A
Net Assets27.47B
American Funds Capital Income Bldr R4
Price$75.16
Change-$0.54 (-0.71%)
VolumeN/A
Net Assets114.69B
RGBFX vs RIREX Comparison Chart
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RGBFX vs. RIREX 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 RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 115B vs. RGBFX (27.5B). RIREX pays higher dividends than RGBFX: RIREX (3.02) vs RGBFX (2.18). RGBFX was incepted earlier than RIREX: RGBFX (14 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 : 13.89 vs. RGBFX (5.81). RIREX return over 5 years is better than : 48.32 vs. RGBFX (27.12).
| RGBFX | RIREX | RGBFX / RIREX | |
| Total Expense Ratio | 0.52 | 0.62 | 84% |
| Annual Report Gross Expense Ratio | 0.52 | 0.62 | 84% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 7.399 | 10.384 | 71% |
| 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 | 3.02 | 72% |
| Returns for 1 year | 5.81 | 13.89 | 42% |
| Returns for 3 years | 28.60 | 32.31 | 89% |
| Returns for 5 years | 27.12 | 48.32 | 56% |
| Returns for 10 years | 39.51 | 45.96 | 86% |
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