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RIRCX vs VGWAX
RIRCX vs VGWAX Comparison
Open Charts RIRCX vs VGWAX
American Funds Capital Income Bldr R3
Price$69.98
Change+$0.35 (+0.50%)
VolumeN/A
Net Assets106.42B
Vanguard Global Wellington Admiral
Price$31.84
Change+$0.08 (+0.25%)
VolumeN/A
Net Assets2.45B
RIRCX vs VGWAX Comparison Chart
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RIRCX vs. VGWAX commentary
Jan 19, 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 Hold and VGWAX is a Hold.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 106B vs. VGWAX (2.45B). 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 : 10.39 vs. VGWAX (2.09). RIRCX return over 5 years is better than : 21.37 vs. VGWAX (14.17).
| 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 | 1.420 | 1.144 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106B | 2.45B | 4,330% |
| Annual Yield % from dividends | 2.97 | 2.79 | 107% |
| Returns for 1 year | 10.39 | 2.09 | 497% |
| Returns for 3 years | 6.70 | -0.81 | -828% |
| Returns for 5 years | 21.37 | 14.17 | 151% |
| Returns for 10 years | 32.47 | N/A | - |