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RGBFX vs RIRFX
RGBFX vs RIRFX Comparison
Open Charts RGBFX vs RIRFX
American Funds Global Balanced R5
Price$40.86
Change+$0.12 (+0.29%)
VolumeN/A
Net Assets29.03B
American Funds Capital Income Bldr R5
Price$78.74
Change+$0.13 (+0.17%)
VolumeN/A
Net Assets118.23B
RGBFX vs RIRFX Comparison Chart in %
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RGBFX vs. RIRFX 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 RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 118B vs. RGBFX (29B). RIRFX pays higher dividends than RGBFX: RIRFX (3.17) vs RGBFX (2.27). RGBFX was incepted earlier than RIRFX: RGBFX (15 years) vs RIRFX (23 years). RGBFX (0.52) is less costly to investors than RIRFX (0.31). RGBFX is a more actively managed with annual turnover of: 114.00 vs. RIRFX (56.00). RGBFX (250) and RIRFX (250) have matching initial minimum investment requirements. RIRFX annual gain was more profitable for investors over the last year : 13.53 vs. RGBFX (8.63). RIRFX return over 5 years is better than : 57.81 vs. RGBFX (27.01).
| RGBFX | RIRFX | RGBFX / RIRFX | |
| Total Expense Ratio | 0.52 | 0.31 | 168% |
| Annual Report Gross Expense Ratio | 0.52 | 0.31 | 168% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 12.855 | 15.763 | 82% |
| 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 | 3.17 | 72% |
| Returns for 1 year | 8.63 | 13.53 | 64% |
| Returns for 3 years | 33.55 | 38.71 | 87% |
| Returns for 5 years | 27.01 | 57.81 | 47% |
| Returns for 10 years | 54.41 | 80.03 | 68% |
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