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RGBHX vs RIREX
RGBHX vs RIREX Comparison
Open Charts RGBHX vs RIREX
American Funds Global Balanced R5E
Price$39.11
Change-$0.25 (-0.64%)
VolumeN/A
Net Assets27.3B
American Funds Capital Income Bldr R4
Price$75.16
Change-$0.54 (-0.71%)
VolumeN/A
Net Assets113.85B
RGBHX vs RIREX Comparison Chart
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RGBHX vs. RIREX commentary
Jun 16, 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 RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 114B vs. RGBHX (27.3B). RIREX pays higher dividends than RGBHX: RIREX (3.02) vs RGBHX (2.08). 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 : 13.89 vs. RGBHX (5.71). RIREX return over 5 years is better than : 48.32 vs. RGBHX (26.69).
| 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 | 7.360 | 10.384 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.3B | 114B | 24% |
| Annual Yield % from dividends | 2.08 | 3.02 | 69% |
| Returns for 1 year | 5.71 | 13.89 | 41% |
| Returns for 3 years | 28.31 | 32.31 | 88% |
| Returns for 5 years | 26.69 | 48.32 | 55% |
| Returns for 10 years | N/A | 45.96 | - |
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