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RIRCX vs VGWIX
RIRCX vs VGWIX Comparison
Open Charts RIRCX vs VGWIX
American Funds Capital Income Bldr R3
Price$72.48
Change-$0.25 (-0.34%)
VolumeN/A
Net Assets110.16B
Vanguard Global Wellesley Income I
Price$22.04
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets536.24M
RIRCX vs VGWIX Comparison Chart
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RIRCX vs. VGWIX commentary
Feb 23, 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 StrongBuy and VGWIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 110B vs. VGWIX (536M). 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 : 11.78 vs. VGWIX (7.42). RIRCX return over 5 years is better than : 26.43 vs. VGWIX (12.25).
| 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 | 5.043 | 2.226 | 227% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 536M | 20,522% |
| Annual Yield % from dividends | 2.97 | 3.26 | 91% |
| Returns for 1 year | 11.78 | 7.42 | 159% |
| Returns for 3 years | 13.04 | 6.13 | 213% |
| Returns for 5 years | 26.43 | 12.25 | 216% |
| Returns for 10 years | 33.97 | N/A | - |
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