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RGBHX vs RIREX
RGBHX vs RIREX Comparison
Open Charts RGBHX vs RIREX
American Funds Global Balanced R5E
Price$40.42
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets28.78B
American Funds Capital Income Bldr R4
Price$77.99
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets117.69B
RGBHX vs RIREX Comparison Chart in %
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RGBHX vs. RIREX commentary
Aug 18, 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 RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 118B vs. RGBHX (28.8B). RIREX pays higher dividends than RGBHX: RIREX (2.97) vs RGBHX (2.22). RGBHX was incepted earlier than RIREX: RGBHX (10 years) vs RIREX (23 years). RGBHX (0.63) and RIREX (0.62) have similar cost to investors . RGBHX is a more actively managed with annual turnover of: 114.00 vs. RIREX (56.00). RGBHX (250) and RIREX (250) have matching initial minimum investment requirements. RIREX annual gain was more profitable for investors over the last year : 12.52 vs. RGBHX (7.22). RIREX return over 5 years is better than : 48.17 vs. RGBHX (25.60).
| RGBHX | RIREX | RGBHX / RIREX | |
| Total Expense Ratio | 0.63 | 0.62 | 102% |
| Annual Report Gross Expense Ratio | 0.63 | 0.62 | 102% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 11.862 | 14.540 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.8B | 118B | 24% |
| Annual Yield % from dividends | 2.22 | 2.97 | 75% |
| Returns for 1 year | 7.22 | 12.52 | 58% |
| Returns for 3 years | 26.40 | 29.65 | 89% |
| Returns for 5 years | 25.60 | 48.17 | 53% |
| Returns for 10 years | N/A | 53.55 | - |
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