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RGBHX vs RIREX
RGBHX vs RIREX Comparison
Open Charts RGBHX vs RIREX
American Funds Global Balanced R5E
Price$40.93
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets30.51B
American Funds Capital Income Bldr R4
Price$78.40
Change+$0.31 (+0.40%)
VolumeN/A
Net Assets120.79B
RGBHX vs RIREX Comparison Chart in %
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RGBHX vs. RIREX commentary
Jan 15, 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 Hold and RIREX is a Hold.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 121B vs. RGBHX (30.5B). RIREX pays higher dividends than RGBHX: RIREX (2.86) vs RGBHX (2.48). RGBHX was incepted earlier than RIREX: RGBHX (10 years) vs RIREX (24 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 : 17.89 vs. RGBHX (15.28). RIREX return over 5 years is better than : 40.41 vs. RGBHX (18.46).
| 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 | 24 years | - |
| Gain YTD | 1.689 | 1.964 | 86% |
| 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 | 2.48 | 2.86 | 87% |
| Returns for 1 year | 15.28 | 17.89 | 85% |
| Returns for 3 years | 29.41 | 32.82 | 90% |
| Returns for 5 years | 18.46 | 40.41 | 46% |
| Returns for 10 years | 69.17 | 75.07 | 92% |
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