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RGBGX vs RIRFX
RGBGX vs RIRFX Comparison
Open Charts RGBGX vs RIRFX
American Funds Global Balanced R6
Price$40.83
Change+$0.18 (+0.44%)
VolumeN/A
Net Assets29.39B
American Funds Capital Income Bldr R5
Price$78.76
Change+$0.44 (+0.56%)
VolumeN/A
Net Assets118.94B
RGBGX vs RIRFX Comparison Chart in %
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RGBGX vs. RIRFX commentary
Sep 29, 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 Buy and RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 119B vs. RGBGX (29.4B). RIRFX pays higher dividends than RGBGX: RIRFX (3.17) vs RGBGX (2.32). RGBGX was incepted earlier than RIRFX: RGBGX (15 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 : 10.55 vs. RGBGX (4.74). RIRFX return over 5 years is better than : 63.01 vs. RGBGX (31.53).
| RGBGX | RIRFX | RGBGX / RIRFX | |
| Total Expense Ratio | 0.47 | 0.31 | 152% |
| Annual Report Gross Expense Ratio | 0.47 | 0.31 | 152% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 13.537 | 16.549 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.4B | 119B | 25% |
| Annual Yield % from dividends | 2.32 | 3.17 | 73% |
| Returns for 1 year | 4.74 | 10.55 | 45% |
| Returns for 3 years | 46.51 | 51.93 | 90% |
| Returns for 5 years | 31.53 | 63.01 | 50% |
| Returns for 10 years | 60.78 | 88.12 | 69% |
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