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RGBFX vs RIRFX
RGBFX vs RIRFX Comparison
Open Charts RGBFX vs RIRFX
American Funds Global Balanced R5
Price$39.21
Change-$0.26 (-0.66%)
VolumeN/A
Net Assets27.47B
American Funds Capital Income Bldr R5
Price$75.18
Change-$0.54 (-0.71%)
VolumeN/A
Net Assets114.69B
RGBFX vs RIRFX Comparison Chart
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RGBFX vs. RIRFX 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 RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 115B vs. RGBFX (27.5B). RIRFX pays higher dividends than RGBFX: RIRFX (3.30) vs RGBFX (2.18). 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 : 14.23 vs. RGBFX (5.81). RIRFX return over 5 years is better than : 57.55 vs. RGBFX (27.12).
| 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 | 7.399 | 10.529 | 70% |
| 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 | 3.30 | 66% |
| Returns for 1 year | 5.81 | 14.23 | 41% |
| Returns for 3 years | 28.60 | 35.63 | 80% |
| Returns for 5 years | 27.12 | 57.55 | 47% |
| Returns for 10 years | 39.51 | 61.19 | 65% |
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