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RIRAX vs SGENX
RIRAX vs SGENX Comparison
Open Charts RIRAX vs SGENX
American Funds Capital Income Bldr R1
Price$78.73
Change+$0.13 (+0.17%)
VolumeN/A
Net Assets118.23B
First Eagle Global A
Price$81.33
Change+$0.38 (+0.47%)
VolumeN/A
Net Assets66.18B
RIRAX vs SGENX Comparison Chart in %
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RIRAX vs. SGENX commentary
Sep 09, 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 RIRAX is a Buy and SGENX is a Buy.
FUNDAMENTALS
Fundamentals
RIRAX has more cash in the bank: 118B vs. SGENX (66.2B). RIRAX pays higher dividends than SGENX: RIRAX (2.22) vs SGENX (1.95). RIRAX was incepted earlier than SGENX: RIRAX (23 years) vs SGENX (55 years). RIRAX (1.36) is less costly to investors than SGENX (1.10). RIRAX is a more actively managed with annual turnover of: 56.00 vs. SGENX (9.51). RIRAX has a lower initial minimum investment than SGENX: RIRAX (250) vs SGENX (2500). SGENX annual gain was more profitable for investors over the last year : 16.97 vs. RIRAX (12.35). SGENX return over 5 years is better than : 48.78 vs. RIRAX (45.36).
| RIRAX | SGENX | RIRAX / SGENX | |
| Total Expense Ratio | 1.36 | 1.10 | 124% |
| Annual Report Gross Expense Ratio | 1.36 | 1.10 | 124% |
| Fund Existence | 23 years | 55 years | - |
| Gain YTD | 14.945 | 21.352 | 70% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 66.2B | 178% |
| Annual Yield % from dividends | 2.22 | 1.95 | 114% |
| Returns for 1 year | 12.35 | 16.97 | 73% |
| Returns for 3 years | 32.74 | 44.13 | 74% |
| Returns for 5 years | 45.36 | 48.78 | 93% |
| Returns for 10 years | 57.59 | 73.67 | 78% |
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