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RIRCX vs VGWAX
RIRCX vs VGWAX Comparison
Open Charts RIRCX vs VGWAX
American Funds Capital Income Bldr R3
Price$76.82
Change+$0.14 (+0.18%)
VolumeN/A
Net Assets115.86B
Vanguard Global Wellington Admiral
Price$33.42
Change+$0.12 (+0.36%)
VolumeN/A
Net Assets2.57B
RIRCX vs VGWAX Comparison Chart in %
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RIRCX vs. VGWAX commentary
Jul 18, 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 RIRCX is a Buy and VGWAX is a Hold.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 116B vs. VGWAX (2.57B). VGWAX pays higher dividends than RIRCX: VGWAX (3.04) vs RIRCX (2.69). RIRCX was incepted earlier than VGWAX: RIRCX (23 years) vs VGWAX (8 years). RIRCX (0.91) is less costly to investors than VGWAX (0.35). VGWAX is a more actively managed with annual turnover of: 74.00 vs. RIRCX (56.00). RIRCX has a lower initial minimum investment than VGWAX: RIRCX (250) vs VGWAX (50000). RIRCX annual gain was more profitable for investors over the last year : 12.08 vs. VGWAX (0.45). RIRCX return over 5 years is better than : 46.15 vs. VGWAX (26.80).
| RIRCX | VGWAX | RIRCX / VGWAX | |
| Total Expense Ratio | 0.91 | 0.35 | 260% |
| Annual Report Gross Expense Ratio | 0.91 | 0.35 | 260% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 12.563 | 6.450 | 195% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 2.57B | 4,508% |
| Annual Yield % from dividends | 2.69 | 3.04 | 89% |
| Returns for 1 year | 12.08 | 0.45 | 2,667% |
| Returns for 3 years | 34.02 | 18.03 | 189% |
| Returns for 5 years | 46.15 | 26.80 | 172% |
| Returns for 10 years | 47.37 | N/A | - |