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RIRCX vs VGWAX
RIRCX vs VGWAX Comparison
Open Charts RIRCX vs VGWAX
American Funds Capital Income Bldr R3
Price$75.27
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets113.5B
Vanguard Global Wellington Admiral
Price$33.35
Change+$0.14 (+0.42%)
VolumeN/A
Net Assets2.52B
RIRCX vs VGWAX Comparison Chart
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RIRCX vs. VGWAX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 113B vs. VGWAX (2.52B). VGWAX pays higher dividends than RIRCX: VGWAX (3.06) vs RIRCX (2.74). 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 : 12.69 vs. VGWAX (1.83). RIRCX return over 5 years is better than : 41.27 vs. VGWAX (25.39).
| 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 | 9.698 | 6.281 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113B | 2.52B | 4,488% |
| Annual Yield % from dividends | 2.74 | 3.06 | 90% |
| Returns for 1 year | 12.69 | 1.83 | 693% |
| Returns for 3 years | 20.39 | 10.82 | 188% |
| Returns for 5 years | 41.27 | 25.39 | 163% |
| Returns for 10 years | 44.22 | N/A | - |