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RGBGX vs RIREX
RGBGX vs RIREX Comparison
Open Charts RGBGX vs RIREX
American Funds Global Balanced R6
Price$40.25
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets28.44B
American Funds Capital Income Bldr R4
Price$77.67
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets117.32B
RGBGX vs RIREX Comparison Chart in %
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RGBGX vs. RIREX commentary
Jul 28, 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 RGBGX is a StrongBuy and RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 117B vs. RGBGX (28.4B). RIREX pays higher dividends than RGBGX: RIREX (2.97) vs RGBGX (2.37). RGBGX was incepted earlier than RIREX: RGBGX (14 years) vs RIREX (23 years). RIREX (0.62) is less costly to investors than RGBGX (0.47). RGBGX is a more actively managed with annual turnover of: 114.00 vs. RIREX (56.00). RGBGX (250) and RIREX (250) have matching initial minimum investment requirements. RIREX annual gain was more profitable for investors over the last year : 14.95 vs. RGBGX (9.22). RIREX return over 5 years is better than : 50.00 vs. RGBGX (27.58).
| RGBGX | RIREX | RGBGX / RIREX | |
| Total Expense Ratio | 0.47 | 0.62 | 76% |
| Annual Report Gross Expense Ratio | 0.47 | 0.62 | 76% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 11.292 | 14.070 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.4B | 117B | 24% |
| Annual Yield % from dividends | 2.37 | 2.97 | 80% |
| Returns for 1 year | 9.22 | 14.95 | 62% |
| Returns for 3 years | 32.26 | 34.14 | 95% |
| Returns for 5 years | 27.58 | 50.00 | 55% |
| Returns for 10 years | 46.94 | 53.10 | 88% |
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