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RIREX vs SGIIX
RIREX vs SGIIX Comparison
Open Charts RIREX vs SGIIX
American Funds Capital Income Bldr R4
Price$78.54
Change+$0.41 (+0.52%)
VolumeN/A
Net Assets118.23B
First Eagle Global I
Price$81.56
Change+$0.63 (+0.78%)
VolumeN/A
Net Assets65.86B
RIREX vs SGIIX Comparison Chart in %
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RIREX vs. SGIIX 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 RIREX is a Buy and SGIIX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 118B vs. SGIIX (65.9B). RIREX pays higher dividends than SGIIX: RIREX (2.90) vs SGIIX (2.14). RIREX was incepted earlier than SGIIX: RIREX (23 years) vs SGIIX (27 years). SGIIX (0.86) is less costly to investors than RIREX (0.62). RIREX is a more actively managed with annual turnover of: 56.00 vs. SGIIX (9.51). RIREX has a lower initial minimum investment than SGIIX: RIREX (250) vs SGIIX (1000000). SGIIX annual gain was more profitable for investors over the last year : 15.25 vs. RIREX (11.89). SGIIX (50.37) and RIREX (49.49) have equivalent 5 years return.
| RIREX | SGIIX | RIREX / SGIIX | |
| Total Expense Ratio | 0.62 | 0.86 | 72% |
| Annual Report Gross Expense Ratio | 0.62 | 0.86 | 72% |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | 15.348 | 20.991 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 65.9B | 179% |
| Annual Yield % from dividends | 2.90 | 2.14 | 136% |
| Returns for 1 year | 11.89 | 15.25 | 78% |
| Returns for 3 years | 38.28 | 48.70 | 79% |
| Returns for 5 years | 49.49 | 50.37 | 98% |
| Returns for 10 years | 61.97 | 75.40 | 82% |
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