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RIRCX vs VGWAX
RIRCX vs VGWAX Comparison
Open Charts RIRCX vs VGWAX
American Funds Capital Income Bldr R3
Price$71.13
Change-$1.59 (-2.19%)
VolumeN/A
CapitalizationN/A
Vanguard Global Wellington Admiral
Price$31.23
Change-$2.07 (-6.22%)
VolumeN/A
CapitalizationN/A
RIRCX vs VGWAX Comparison Chart
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RIRCX vs. VGWAX commentary
Dec 19, 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 RIRCX is a Buy and VGWAX is a Hold.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 108B vs. VGWAX (2.56B). RIRCX pays higher dividends than VGWAX: RIRCX (2.97) vs VGWAX (2.79). RIRCX was incepted earlier than VGWAX: RIRCX (23 years) vs VGWAX (7 years). RIRCX is a more actively managed with annual turnover of: 106.00 vs. VGWAX (93.00). 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 : 13.07 vs. VGWAX (7.17). RIRCX return over 5 years is better than : 24.74 vs. VGWAX (20.96).
| RIRCX | VGWAX | RIRCX / VGWAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 7 years | - |
| Gain YTD | 11.634 | 5.520 | 211% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | 2.56B | 4,222% |
| Annual Yield % from dividends | 2.97 | 2.79 | 107% |
| Returns for 1 year | 13.07 | 7.17 | 182% |
| Returns for 3 years | 12.47 | 4.98 | 251% |
| Returns for 5 years | 24.74 | 20.96 | 118% |
| Returns for 10 years | 36.23 | N/A | - |
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