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RIRCX vs VGWIX
RIRCX vs VGWIX Comparison
Open Charts RIRCX vs VGWIX
American Funds Capital Income Bldr R3
Price$68.81
Change+$2.55 (+3.85%)
VolumeN/A
Net Assets100.5B
Vanguard Global Wellesley Income I
Price$21.62
Change+$0.38 (+1.79%)
VolumeN/A
Net Assets558.97M
RIRCX vs VGWIX Comparison Chart
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RIRCX vs. VGWIX commentary
Apr 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: 100B vs. VGWIX (559M). VGWIX pays higher dividends than RIRCX: VGWIX (3.69) vs RIRCX (2.84). RIRCX was incepted earlier than VGWIX: RIRCX (23 years) vs VGWIX (7 years). RIRCX (0.91) is less costly to investors than VGWIX (0.44). RIRCX has a lower initial minimum investment than VGWIX: RIRCX (250) vs VGWIX (3000). VGWIX annual gain was more profitable for investors over the last year : 2.55 vs. RIRCX (0.68). RIRCX return over 5 years is better than : 33.95 vs. VGWIX (20.32).
| 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 | 7 years | - |
| Gain YTD | -3.433 | -0.897 | 383% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 100B | 559M | 17,889% |
| Annual Yield % from dividends | 2.84 | 3.69 | 77% |
| Returns for 1 year | 0.68 | 2.55 | 27% |
| Returns for 3 years | 3.57 | 4.46 | 80% |
| Returns for 5 years | 33.95 | 20.32 | 167% |
| Returns for 10 years | 24.49 | N/A | - |