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RIRBX vs SGENX
RIRBX vs SGENX Comparison
Open Charts RIRBX vs SGENX
American Funds Capital Income Bldr R2
Price$77.31
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets120.93B
First Eagle Global A
Price$81.39
Change+$0.29 (+0.36%)
VolumeN/A
Net Assets71.42B
RIRBX vs SGENX Comparison Chart in %
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RIRBX vs. SGENX commentary
Dec 28, 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 RIRBX is a Hold and SGENX is a Hold.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 121B vs. SGENX (71.4B). RIRBX pays higher dividends than SGENX: RIRBX (2.15) vs SGENX (1.81). RIRBX was incepted earlier than SGENX: RIRBX (24 years) vs SGENX (56 years). RIRBX (1.36) is less costly to investors than SGENX (1.10). RIRBX is a more actively managed with annual turnover of: 56.00 vs. SGENX (9.51). RIRBX has a lower initial minimum investment than SGENX: RIRBX (250) vs SGENX (2500). SGENX annual gain was more profitable for investors over the last year : 20.19 vs. RIRBX (12.45). SGENX return over 5 years is better than : 41.75 vs. RIRBX (36.36).
| RIRBX | SGENX | RIRBX / SGENX | |
| Total Expense Ratio | 1.36 | 1.10 | 124% |
| Annual Report Gross Expense Ratio | 1.36 | 1.10 | 124% |
| Fund Existence | 24 years | 56 years | - |
| Gain YTD | 13.413 | 21.441 | 63% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 71.4B | 169% |
| Annual Yield % from dividends | 2.15 | 1.81 | 119% |
| Returns for 1 year | 12.45 | 20.19 | 62% |
| Returns for 3 years | 30.49 | 45.20 | 67% |
| Returns for 5 years | 36.36 | 41.75 | 87% |
| Returns for 10 years | 53.95 | 68.99 | 78% |
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