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RIRCX vs VGWAX
RIRCX vs VGWAX Comparison
Open Charts RIRCX vs VGWAX
American Funds Capital Income Bldr R3
Price$70.74
Change+$0.44 (+0.63%)
VolumeN/A
Net Assets106.48B
Vanguard Global Wellington Admiral
Price$31.73
Change+$0.05 (+0.16%)
VolumeN/A
Net Assets2.44B
RIRCX vs VGWAX Comparison Chart
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RIRCX vs. VGWAX commentary
Apr 25, 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: 106B vs. VGWAX (2.44B). VGWAX pays higher dividends than RIRCX: VGWAX (3.12) vs RIRCX (2.84). RIRCX was incepted earlier than VGWAX: RIRCX (23 years) vs VGWAX (7 years). RIRCX (0.91) is less costly to investors than VGWAX (0.35). 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 : 8.57 vs. VGWAX (-0.57). RIRCX return over 5 years is better than : 42.74 vs. VGWAX (30.60).
| 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 | 7 years | - |
| Gain YTD | 2.455 | 0.959 | 256% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106B | 2.44B | 4,337% |
| Annual Yield % from dividends | 2.84 | 3.12 | 91% |
| Returns for 1 year | 8.57 | -0.57 | -1,508% |
| Returns for 3 years | 12.45 | 5.16 | 241% |
| Returns for 5 years | 42.74 | 30.60 | 140% |
| Returns for 10 years | 30.15 | N/A | - |
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