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RIRBX vs VGWIX
RIRBX vs VGWIX Comparison
Open Charts RIRBX vs VGWIX
American Funds Capital Income Bldr R2
Price$70.01
Change+$0.35 (+0.50%)
VolumeN/A
Net Assets106.93B
Vanguard Global Wellesley Income I
Price$21.68
Change+$0.04 (+0.18%)
VolumeN/A
Net Assets532.84M
RIRBX vs VGWIX Comparison Chart
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RIRBX vs. VGWIX commentary
Jan 19, 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 Hold and VGWIX is a Hold.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 107B vs. VGWIX (533M). VGWIX pays higher dividends than RIRBX: VGWIX (3.26) vs RIRBX (2.55). RIRBX was incepted earlier than VGWIX: RIRBX (23 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 : 9.89 vs. VGWIX (6.42). RIRBX return over 5 years is better than : 19.51 vs. VGWIX (10.90).
| RIRBX | VGWIX | RIRBX / VGWIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 7 years | - |
| Gain YTD | 1.405 | 0.557 | 252% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 533M | 20,075% |
| Annual Yield % from dividends | 2.55 | 3.26 | 78% |
| Returns for 1 year | 9.89 | 6.42 | 154% |
| Returns for 3 years | 5.65 | 2.22 | 255% |
| Returns for 5 years | 19.51 | 10.90 | 179% |
| Returns for 10 years | 30.09 | N/A | - |
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