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RGBFX vs RIRFX
RGBFX vs RIRFX Comparison
Open Charts RGBFX vs RIRFX
American Funds Global Balanced R5
Price$39.92
Change+$0.15 (+0.38%)
VolumeN/A
Net Assets28.13B
American Funds Capital Income Bldr R5
Price$77.02
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
RGBFX vs RIRFX Comparison Chart in %
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RGBFX vs. RIRFX commentary
Jul 06, 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 RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 116B vs. RGBFX (28.1B). RIRFX pays higher dividends than RGBFX: RIRFX (3.25) vs RGBFX (2.32). RGBFX was incepted earlier than RIRFX: RGBFX (14 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 : 16.08 vs. RGBFX (8.04). RIRFX return over 5 years is better than : 58.51 vs. RGBFX (28.26).
| RGBFX | RIRFX | RGBFX / RIRFX | |
| Total Expense Ratio | 0.52 | 0.31 | 168% |
| Annual Report Gross Expense Ratio | 0.52 | 0.31 | 168% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 10.259 | 13.234 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.1B | 116B | 24% |
| Annual Yield % from dividends | 2.32 | 3.25 | 71% |
| Returns for 1 year | 8.04 | 16.08 | 50% |
| Returns for 3 years | 31.29 | 36.57 | 86% |
| Returns for 5 years | 28.26 | 58.51 | 48% |
| Returns for 10 years | 46.23 | 69.04 | 67% |
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