RIRBX
Price
$66.79
Change
+$0.47 (+0.71%)
Updated
Feb 22, 6:59 PM EST
VGWIX
Price
$21.00
Change
+$0.07 (+0.33%)
Updated
Feb 22, 6:59 PM EST
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Compare trend and price RIRBX vs VGWIX

Header iconRIRBX vs VGWIX Comparison
Open Charts RIRBX vs VGWIXBanner chart's image
American Funds Capital Income Bldr R2
Price$66.79
Change+$0.47 (+0.71%)
VolumeN/A
CapitalizationN/A
Vanguard Global Wellesley Income I
Price$21.00
Change+$0.07 (+0.33%)
VolumeN/A
CapitalizationN/A
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RIRBX vs VGWIX Comparison Chart

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VS
RIRBX vs. VGWIX commentary
Feb 23, 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 Hold and VGWIX is a Buy.

FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 103B vs. VGWIX (529M). VGWIX pays higher dividends than RIRBX: VGWIX (3.04) vs RIRBX (2.62). RIRBX was incepted earlier than VGWIX: RIRBX (22 years) vs VGWIX (6 years). RIRBX (1.37) is less costly to investors than VGWIX (0.44). 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 : 7.66 vs. VGWIX (4.60). RIRBX return over 5 years is better than : 22.25 vs. VGWIX (14.43).
RIRBXVGWIXRIRBX / VGWIX
Total Expense Ratio1.370.44311%
Annual Report Gross Expense Ratio1.370.44311%
Fund Existence22 years6 years-
Gain YTD0.754-0.521-145%
Front LoadN/AN/A-
Min. Initial Investment25030008%
Min. Initial Investment IRAN/AN/A-
Net Assets103B529M19,471%
Annual Yield % from dividends2.623.0486%
Returns for 1 year7.664.60166%
Returns for 3 years10.991.58695%
Returns for 5 years22.2514.43154%
Returns for 10 years30.97N/A-
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