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RIRCX vs VGWIX
RIRCX vs VGWIX Comparison
Open Charts RIRCX vs VGWIX
American Funds Capital Income Bldr R3
Price$72.63
Change+$0.11 (+0.15%)
VolumeN/A
Net Assets109.75B
Vanguard Global Wellesley Income I
Price$22.23
Change+$0.03 (+0.14%)
VolumeN/A
Net Assets579.43M
RIRCX vs VGWIX Comparison Chart
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RIRCX vs. VGWIX commentary
May 11, 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 VGWIX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 110B vs. VGWIX (579M). VGWIX pays higher dividends than RIRCX: VGWIX (3.67) vs RIRCX (2.83). RIRCX was incepted earlier than VGWIX: RIRCX (23 years) vs VGWIX (8 years). RIRCX (0.91) is less costly to investors than VGWIX (0.44). VGWIX is a more actively managed with annual turnover of: 106.00 vs. RIRCX (56.00). 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 : 9.89 vs. VGWIX (6.23). RIRCX return over 5 years is better than : 45.88 vs. VGWIX (24.02).
| RIRCX | VGWIX | RIRCX / VGWIX | |
| Total Expense Ratio | 0.91 | 0.44 | 207% |
| Annual Report Gross Expense Ratio | 0.91 | 0.44 | 207% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 5.851 | 3.722 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 579M | 18,998% |
| Annual Yield % from dividends | 2.83 | 3.67 | 77% |
| Returns for 1 year | 9.89 | 6.23 | 159% |
| Returns for 3 years | 21.51 | 14.45 | 149% |
| Returns for 5 years | 45.88 | 24.02 | 191% |
| Returns for 10 years | 35.86 | N/A | - |
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