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RGBHX vs RIRAX
RGBHX vs RIRAX Comparison
Open Charts RGBHX vs RIRAX
American Funds Global Balanced R5E
Price$41.15
Change-$0.04 (-0.10%)
VolumeN/A
Net Assets29.77B
American Funds Capital Income Bldr R1
Price$79.40
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets119.49B
RGBHX vs RIRAX Comparison Chart in %
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RGBHX vs. RIRAX commentary
Oct 19, 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 RGBHX is a Hold and RIRAX is a Buy.
FUNDAMENTALS
Fundamentals
RIRAX has more cash in the bank: 119B vs. RGBHX (29.8B). RIRAX (2.20) and RGBHX (2.18) have matching dividends . RGBHX was incepted earlier than RIRAX: RGBHX (10 years) vs RIRAX (23 years). RIRAX (1.36) is less costly to investors than RGBHX (0.63). RGBHX is a more actively managed with annual turnover of: 114.00 vs. RIRAX (56.00). RGBHX (250) and RIRAX (250) have matching initial minimum investment requirements. RIRAX annual gain was more profitable for investors over the last year : 9.94 vs. RGBHX (6.87). RIRAX return over 5 years is better than : 47.93 vs. RGBHX (28.46).
| RGBHX | RIRAX | RGBHX / RIRAX | |
| Total Expense Ratio | 0.63 | 1.36 | 46% |
| Annual Report Gross Expense Ratio | 0.63 | 1.36 | 46% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 14.488 | 16.377 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.8B | 119B | 25% |
| Annual Yield % from dividends | 2.18 | 2.20 | 99% |
| Returns for 1 year | 6.87 | 9.94 | 69% |
| Returns for 3 years | 44.71 | 44.51 | 100% |
| Returns for 5 years | 28.46 | 47.93 | 59% |
| Returns for 10 years | N/A | 54.90 | - |
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