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RGBGX vs RIRFX
RGBGX vs RIRFX Comparison
Open Charts RGBGX vs RIRFX
American Funds Global Balanced R6
Price$40.25
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets28.44B
American Funds Capital Income Bldr R5
Price$77.72
Change-$0.03 (-0.04%)
VolumeN/A
Net Assets117.32B
RGBGX vs RIRFX Comparison Chart in %
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RGBGX vs. RIRFX 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 RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 117B vs. RGBGX (28.4B). RIRFX pays higher dividends than RGBGX: RIRFX (3.25) vs RGBGX (2.37). RGBGX was incepted earlier than RIRFX: RGBGX (14 years) vs RIRFX (23 years). RGBGX (0.47) is less costly to investors than RIRFX (0.31). RGBGX is a more actively managed with annual turnover of: 114.00 vs. RIRFX (56.00). RGBGX (250) and RIRFX (250) have matching initial minimum investment requirements. RIRFX annual gain was more profitable for investors over the last year : 15.30 vs. RGBGX (9.22). RIRFX return over 5 years is better than : 58.32 vs. RGBGX (27.58).
| RGBGX | RIRFX | RGBGX / RIRFX | |
| Total Expense Ratio | 0.47 | 0.31 | 152% |
| Annual Report Gross Expense Ratio | 0.47 | 0.31 | 152% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 11.292 | 14.263 | 79% |
| 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 | 3.25 | 73% |
| Returns for 1 year | 9.22 | 15.30 | 60% |
| Returns for 3 years | 32.26 | 37.50 | 86% |
| Returns for 5 years | 27.58 | 58.32 | 47% |
| Returns for 10 years | 46.94 | 69.22 | 68% |
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