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RGBHX vs RIREX
RGBHX vs RIREX Comparison
Open Charts RGBHX vs RIREX
American Funds Global Balanced R5E
Price$40.18
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets28.44B
American Funds Capital Income Bldr R4
Price$77.67
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets117.32B
RGBHX vs RIREX Comparison Chart in %
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RGBHX vs. RIREX 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 RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 117B vs. RGBHX (28.4B). 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 : 14.95 vs. RGBHX (9.04). RIREX return over 5 years is better than : 50.00 vs. RGBHX (26.87).
| 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 | 11.197 | 14.070 | 80% |
| 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 | 2.97 | 75% |
| Returns for 1 year | 9.04 | 14.95 | 60% |
| Returns for 3 years | 31.74 | 34.14 | 93% |
| Returns for 5 years | 26.87 | 50.00 | 54% |
| Returns for 10 years | N/A | 53.10 | - |
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