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RIRCX vs VGWIX
RIRCX vs VGWIX Comparison
Open Charts RIRCX vs VGWIX
American Funds Capital Income Bldr R3
Price$79.16
Change-$0.06 (-0.08%)
VolumeN/A
Net Assets119.04B
Vanguard Global Wellesley Income I
Price$23.31
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets638.95M
RIRCX vs VGWIX Comparison Chart in %
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RIRCX vs. VGWIX commentary
Sep 17, 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 Hold.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 119B vs. VGWIX (639M). VGWIX pays higher dividends than RIRCX: VGWIX (3.56) vs RIRCX (2.63). 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 : 11.34 vs. VGWIX (5.74). RIRCX return over 5 years is better than : 50.05 vs. VGWIX (22.12).
| 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 | 16.575 | 9.451 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 639M | 18,623% |
| Annual Yield % from dividends | 2.63 | 3.56 | 74% |
| Returns for 1 year | 11.34 | 5.74 | 198% |
| Returns for 3 years | 39.64 | 25.12 | 158% |
| Returns for 5 years | 50.05 | 22.12 | 226% |
| Returns for 10 years | 63.50 | N/A | - |
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