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RGBHX vs RIRCX
RGBHX vs RIRCX Comparison
Open Charts RGBHX vs RIRCX
American Funds Global Balanced R5E
Price$41.15
Change-$0.04 (-0.10%)
VolumeN/A
Net Assets29.77B
American Funds Capital Income Bldr R3
Price$79.30
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets119.49B
RGBHX vs RIRCX Comparison Chart in %
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RGBHX vs. RIRCX 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 RIRCX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 119B vs. RGBHX (29.8B). RIRCX pays higher dividends than RGBHX: RIRCX (2.61) vs RGBHX (2.18). RGBHX was incepted earlier than RIRCX: RGBHX (10 years) vs RIRCX (23 years). RIRCX (0.91) is less costly to investors than RGBHX (0.63). RGBHX is a more actively managed with annual turnover of: 114.00 vs. RIRCX (56.00). RGBHX (250) and RIRCX (250) have matching initial minimum investment requirements. RIRCX annual gain was more profitable for investors over the last year : 10.41 vs. RGBHX (6.87). RIRCX return over 5 years is better than : 50.59 vs. RGBHX (28.46).
| RGBHX | RIRCX | RGBHX / RIRCX | |
| Total Expense Ratio | 0.63 | 0.91 | 69% |
| Annual Report Gross Expense Ratio | 0.63 | 0.91 | 69% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 14.488 | 16.781 | 86% |
| 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 | 2.61 | 83% |
| Returns for 1 year | 6.87 | 10.41 | 66% |
| Returns for 3 years | 44.71 | 46.32 | 97% |
| Returns for 5 years | 28.46 | 50.59 | 56% |
| Returns for 10 years | N/A | 58.17 | - |
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