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RIRFX vs SGENX
RIRFX vs SGENX Comparison
Open Charts RIRFX vs SGENX
American Funds Capital Income Bldr R5
Price$78.74
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
RIRFX vs SGENX Comparison Chart in %
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RIRFX 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 RIRFX is a Buy and SGENX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 118B vs. SGENX (66.2B). RIRFX pays higher dividends than SGENX: RIRFX (3.17) vs SGENX (1.95). RIRFX was incepted earlier than SGENX: RIRFX (23 years) vs SGENX (55 years). SGENX (1.10) is less costly to investors than RIRFX (0.31). RIRFX is a more actively managed with annual turnover of: 56.00 vs. SGENX (9.51). RIRFX has a lower initial minimum investment than SGENX: RIRFX (250) vs SGENX (2500). SGENX annual gain was more profitable for investors over the last year : 16.97 vs. RIRFX (13.53). RIRFX return over 5 years is better than : 57.81 vs. SGENX (48.78).
| RIRFX | SGENX | RIRFX / SGENX | |
| Total Expense Ratio | 0.31 | 1.10 | 28% |
| Annual Report Gross Expense Ratio | 0.31 | 1.10 | 28% |
| Fund Existence | 23 years | 55 years | - |
| Gain YTD | 15.763 | 21.352 | 74% |
| 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 | 3.17 | 1.95 | 163% |
| Returns for 1 year | 13.53 | 16.97 | 80% |
| Returns for 3 years | 38.71 | 44.13 | 88% |
| Returns for 5 years | 57.81 | 48.78 | 119% |
| Returns for 10 years | 80.03 | 73.67 | 109% |
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