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RIRBX vs VGWIX
RIRBX vs VGWIX Comparison
Open Charts RIRBX vs VGWIX
American Funds Capital Income Bldr R2
Price$71.76
Change-$0.72 (-0.99%)
VolumeN/A
CapitalizationN/A
Vanguard Global Wellesley Income I
Price$22.26
Change-$0.08 (-0.36%)
VolumeN/A
CapitalizationN/A
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RIRBX vs VGWIX Comparison Chart
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RIRBX vs. VGWIX 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 RIRBX is a StrongBuy and VGWIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 108B vs. VGWIX (551M). 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 : 17.83 vs. VGWIX (13.02). RIRBX return over 5 years is better than : 27.45 vs. VGWIX (16.75).
| 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 | 10.379 | 7.101 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | 551M | 19,601% |
| Annual Yield % from dividends | 2.55 | 3.26 | 78% |
| Returns for 1 year | 17.83 | 13.02 | 137% |
| Returns for 3 years | 10.32 | 3.63 | 284% |
| Returns for 5 years | 27.45 | 16.75 | 164% |
| Returns for 10 years | 32.96 | N/A | - |
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