Interact to see
Advertisement
Advertisement
RIRCX vs VGWIX
RIRCX vs VGWIX Comparison
Open Charts RIRCX vs VGWIX
American Funds Capital Income Bldr R3
Price$79.72
Change+$0.42 (+0.53%)
VolumeN/A
Net Assets119.59B
Vanguard Global Wellesley Income I
Price$23.21
Change+$0.08 (+0.35%)
VolumeN/A
Net Assets648.97M
RIRCX vs VGWIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RIRCX vs. VGWIX commentary
Oct 21, 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 Hold.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 120B vs. VGWIX (649M). VGWIX pays higher dividends than RIRCX: VGWIX (3.74) vs RIRCX (2.61). 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 : 10.81 vs. VGWIX (6.30). RIRCX return over 5 years is better than : 52.97 vs. VGWIX (23.17).
| 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 | 17.400 | 9.364 | 186% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 649M | 18,490% |
| Annual Yield % from dividends | 2.61 | 3.74 | 70% |
| Returns for 1 year | 10.81 | 6.30 | 171% |
| Returns for 3 years | 47.20 | 31.03 | 152% |
| Returns for 5 years | 52.97 | 23.17 | 229% |
| Returns for 10 years | 57.51 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers