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RIRCX vs VGWIX
RIRCX vs VGWIX Comparison
Open Charts RIRCX vs VGWIX
American Funds Capital Income Bldr R3
Price$69.98
Change+$0.35 (+0.50%)
VolumeN/A
Net Assets106.93B
Vanguard Global Wellesley Income I
Price$21.68
Change+$0.04 (+0.18%)
VolumeN/A
Net Assets532.84M
RIRCX vs VGWIX Comparison Chart
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RIRCX vs. VGWIX 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 VGWIX is a Hold.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 107B vs. VGWIX (533M). VGWIX pays higher dividends than RIRCX: VGWIX (3.26) vs RIRCX (2.97). RIRCX was incepted earlier than VGWIX: RIRCX (23 years) vs VGWIX (7 years). VGWIX is a more actively managed with annual turnover of: 150.00 vs. RIRCX (106.00). RIRCX has a lower initial minimum investment than VGWIX: RIRCX (250) vs VGWIX (3000). RIRCX annual gain was more profitable for investors over the last year : 10.39 vs. VGWIX (6.42). RIRCX return over 5 years is better than : 21.37 vs. VGWIX (10.90).
| RIRCX | VGWIX | RIRCX / VGWIX | |
| 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 | 0.557 | 255% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 533M | 20,075% |
| Annual Yield % from dividends | 2.97 | 3.26 | 91% |
| Returns for 1 year | 10.39 | 6.42 | 162% |
| Returns for 3 years | 6.70 | 2.22 | 302% |
| Returns for 5 years | 21.37 | 10.90 | 196% |
| Returns for 10 years | 32.47 | N/A | - |