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RGBHX vs RIREX
RGBHX vs RIREX Comparison
Open Charts RGBHX vs RIREX
American Funds Global Balanced R5E
Price$39.82
Change+$0.15 (+0.38%)
VolumeN/A
Net Assets28.13B
American Funds Capital Income Bldr R4
Price$76.99
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
RGBHX vs RIREX Comparison Chart in %
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RGBHX vs. RIREX commentary
Jul 07, 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: 116B vs. RGBHX (28.1B). 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 : 15.71 vs. RGBHX (7.92). RIREX return over 5 years is better than : 50.20 vs. RGBHX (27.76).
| 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 | 10.201 | 13.071 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.1B | 116B | 24% |
| Annual Yield % from dividends | 2.22 | 2.97 | 75% |
| Returns for 1 year | 7.92 | 15.71 | 50% |
| Returns for 3 years | 30.97 | 33.22 | 93% |
| Returns for 5 years | 27.76 | 50.20 | 55% |
| Returns for 10 years | N/A | 52.98 | - |
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