Ad is loading...
RIRBX vs WASYX
RIRBX vs WASYX Comparison
Open Charts RIRBX vs WASYX
American Funds Capital Income Bldr R2
Price$72.64
Change+$0.11 (+0.15%)
VolumeN/A
Net Assets109.75B
Macquarie Asset Strategy Fund Cl Y
Price$22.14
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets1.74B
RIRBX vs WASYX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RIRBX vs. WASYX commentary
May 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 WASYX is a Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 110B vs. WASYX (1.74B). RIRBX pays higher dividends than WASYX: RIRBX (2.40) vs WASYX (1.50). RIRBX was incepted earlier than WASYX: RIRBX (23 years) vs WASYX (29 years). RIRBX (1.36) is less costly to investors than WASYX (1.06). RIRBX (56.00) and WASYX (54.00) have comparable annual turnover. WASYX has a lower initial minimum investment than RIRBX: WASYX (0) vs RIRBX (250). RIRBX annual gain was more profitable for investors over the last year : 9.40 vs. WASYX (3.03). RIRBX return over 5 years is better than : 43.49 vs. WASYX (27.72).
| RIRBX | WASYX | RIRBX / WASYX | |
| Total Expense Ratio | 1.36 | 1.06 | 128% |
| Annual Report Gross Expense Ratio | 1.36 | 1.06 | 128% |
| Fund Existence | 23 years | 29 years | - |
| Gain YTD | 5.687 | 3.743 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 1.74B | 6,307% |
| Annual Yield % from dividends | 2.40 | 1.50 | 161% |
| Returns for 1 year | 9.40 | 3.03 | 310% |
| Returns for 3 years | 20.21 | 13.12 | 154% |
| Returns for 5 years | 43.49 | 27.72 | 157% |
| Returns for 10 years | 33.26 | -4.56 | -730% |