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RGBHX vs RIREX
RGBHX vs RIREX Comparison
Open Charts RGBHX vs RIREX
American Funds Global Balanced R5E
Price$41.29
Change-$0.04 (-0.10%)
VolumeN/A
Net Assets30.51B
American Funds Capital Income Bldr R4
Price$79.63
Change+$0.39 (+0.49%)
VolumeN/A
Net Assets120.79B
RGBHX vs RIREX Comparison Chart in %
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RGBHX vs. RIREX commentary
Feb 05, 2026
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: 121B vs. RGBHX (30.5B). RIREX pays higher dividends than RGBHX: RIREX (2.77) vs RGBHX (2.42). RGBHX was incepted earlier than RIREX: RGBHX (10 years) vs RIREX (24 years). RGBHX (0.63) and RIREX (0.61) have similar cost to investors . RGBHX (50.00) and RIREX (50.00) have comparable annual turnover. RGBHX (250) and RIREX (250) have matching initial minimum investment requirements. RIREX annual gain was more profitable for investors over the last year : 16.14 vs. RGBHX (12.74). RIREX return over 5 years is better than : 42.86 vs. RGBHX (18.37).
| RGBHX | RIREX | RGBHX / RIREX | |
| Total Expense Ratio | 0.63 | 0.61 | 103% |
| Annual Report Gross Expense Ratio | 0.63 | 0.61 | 103% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 2.584 | 3.564 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.5B | 121B | 25% |
| Annual Yield % from dividends | 2.42 | 2.77 | 87% |
| Returns for 1 year | 12.74 | 16.14 | 79% |
| Returns for 3 years | 29.82 | 35.09 | 85% |
| Returns for 5 years | 18.37 | 42.86 | 43% |
| Returns for 10 years | 67.66 | 73.02 | 93% |
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