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RIRBX vs VGWIX
RIRBX vs VGWIX Comparison
Open Charts RIRBX vs VGWIX
American Funds Capital Income Bldr R2
Price$71.86
Change-$0.33 (-0.46%)
VolumeN/A
CapitalizationN/A
Vanguard Global Wellesley Income I
Price$21.84
Change-$0.03 (-0.14%)
VolumeN/A
CapitalizationN/A
RIRBX vs VGWIX Comparison Chart
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RIRBX vs. VGWIX commentary
Nov 18, 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 RIRBX is a Buy and VGWIX is a Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 107B vs. VGWIX (541M). VGWIX pays higher dividends than RIRBX: VGWIX (3.26) vs RIRBX (2.55). RIRBX was incepted earlier than VGWIX: RIRBX (22 years) vs VGWIX (7 years). VGWIX is a more actively managed with annual turnover of: 150.00 vs. RIRBX (106.00). RIRBX has a lower initial minimum investment than VGWIX: RIRBX (250) vs VGWIX (3000). RIRBX annual gain was more profitable for investors over the last year : 16.99 vs. VGWIX (10.78). RIRBX return over 5 years is better than : 24.12 vs. VGWIX (13.23).
| RIRBX | VGWIX | RIRBX / VGWIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 7 years | - |
| Gain YTD | 9.901 | 5.272 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 541M | 19,778% |
| Annual Yield % from dividends | 2.55 | 3.26 | 78% |
| Returns for 1 year | 16.99 | 10.78 | 158% |
| Returns for 3 years | 9.89 | 2.91 | 340% |
| Returns for 5 years | 24.12 | 13.23 | 182% |
| Returns for 10 years | 31.25 | N/A | - |