Interact to see
Advertisement
Advertisement
RGBHX vs RIRBX
RGBHX vs RIRBX Comparison
Open Charts RGBHX vs RIRBX
American Funds Global Balanced R5E
Price$40.18
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets28.44B
American Funds Capital Income Bldr R2
Price$77.74
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets117.32B
RGBHX vs RIRBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RGBHX vs. RIRBX commentary
Jul 27, 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 StrongBuy and RIRBX is a Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 117B vs. RGBHX (28.4B). RIRBX (2.28) and RGBHX (2.22) have matching dividends . RGBHX was incepted earlier than RIRBX: RGBHX (10 years) vs RIRBX (23 years). RIRBX (1.36) is less costly to investors than RGBHX (0.63). RGBHX is a more actively managed with annual turnover of: 114.00 vs. RIRBX (56.00). RGBHX (250) and RIRBX (250) have matching initial minimum investment requirements. RIRBX annual gain was more profitable for investors over the last year : 14.10 vs. RGBHX (9.04). RIRBX return over 5 years is better than : 45.76 vs. RGBHX (26.87).
| RGBHX | RIRBX | RGBHX / RIRBX | |
| 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 | 11.197 | 13.599 | 82% |
| 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 | 2.22 | 2.28 | 98% |
| Returns for 1 year | 9.04 | 14.10 | 64% |
| Returns for 3 years | 31.74 | 31.55 | 101% |
| Returns for 5 years | 26.87 | 45.76 | 59% |
| Returns for 10 years | N/A | 48.02 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement