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RARPX vs VWINX
RARPX vs VWINX Comparison
Open Charts RARPX vs VWINX
American Funds Retire Inc Port-Cnsrv R1
Price$11.88
Change-$0.05 (-0.42%)
VolumeN/A
CapitalizationN/A
Vanguard Wellesley® Income I
Price$26.14
Change-$0.11 (-0.42%)
VolumeN/A
CapitalizationN/A
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RARPX vs VWINX Comparison Chart
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RARPX vs. VWINX commentary
Sep 08, 2024
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 RARPX is a Hold and VWINX is a Buy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 51.5B vs. RARPX (1.23B). VWINX pays higher dividends than RARPX: VWINX (3.38) vs RARPX (2.35). RARPX was incepted earlier than VWINX: RARPX (9 years) vs VWINX (54 years). VWINX is a more actively managed with annual turnover of: 53.00 vs. RARPX (16.00). RARPX has a lower initial minimum investment than VWINX: RARPX (250) vs VWINX (3000). RARPX annual gain was more profitable for investors over the last year : 13.23 vs. VWINX (10.68). RARPX return over 5 years is better than : 15.17 vs. VWINX (5.37).
| RARPX | VWINX | RARPX / VWINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 54 years | - |
| Gain YTD | 7.190 | 6.497 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 51.5B | 2% |
| Annual Yield % from dividends | 2.35 | 3.38 | 69% |
| Returns for 1 year | 13.23 | 10.68 | 124% |
| Returns for 3 years | 0.78 | -7.50 | -10% |
| Returns for 5 years | 15.17 | 5.37 | 283% |
| Returns for 10 years | N/A | 22.27 | - |
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