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RIRBX vs VGWIX
RIRBX vs VGWIX Comparison
Open Charts RIRBX vs VGWIX
American Funds Capital Income Bldr R2
Price$68.84
Change+$2.54 (+3.83%)
VolumeN/A
Net Assets100.5B
Vanguard Global Wellesley Income I
Price$21.62
Change+$0.38 (+1.79%)
VolumeN/A
Net Assets558.97M
RIRBX vs VGWIX Comparison Chart
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RIRBX vs. VGWIX commentary
Apr 11, 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 Buy and VGWIX is a Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 100B vs. VGWIX (559M). VGWIX pays higher dividends than RIRBX: VGWIX (3.69) vs RIRBX (2.41). RIRBX was incepted earlier than VGWIX: RIRBX (23 years) vs VGWIX (7 years). RIRBX (1.36) is less costly to investors than VGWIX (0.44). RIRBX has a lower initial minimum investment than VGWIX: RIRBX (250) vs VGWIX (3000). VGWIX annual gain was more profitable for investors over the last year : 2.55 vs. RIRBX (0.23). RIRBX return over 5 years is better than : 31.77 vs. VGWIX (20.32).
| RIRBX | VGWIX | RIRBX / VGWIX | |
| Total Expense Ratio | 1.36 | 0.44 | 309% |
| Annual Report Gross Expense Ratio | 1.36 | 0.44 | 309% |
| Fund Existence | 23 years | 7 years | - |
| Gain YTD | -3.538 | -0.897 | 394% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 100B | 559M | 17,889% |
| Annual Yield % from dividends | 2.41 | 3.69 | 65% |
| Returns for 1 year | 0.23 | 2.55 | 9% |
| Returns for 3 years | 2.47 | 4.46 | 55% |
| Returns for 5 years | 31.77 | 20.32 | 156% |
| Returns for 10 years | 22.11 | N/A | - |
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