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RIREX vs VGWIX
RIREX vs VGWIX Comparison
Open Charts RIREX vs VGWIX
American Funds Capital Income Bldr R4
Price$79.09
Change+$0.58 (+0.74%)
VolumeN/A
Net Assets118.93B
Vanguard Global Wellesley Income I
Price$23.29
Change+$0.18 (+0.78%)
VolumeN/A
Net Assets657.97M
RIREX vs VGWIX Comparison Chart in %
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RIREX vs. VGWIX commentary
Nov 25, 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 RIREX is a Hold and VGWIX is a Hold.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 119B vs. VGWIX (658M). VGWIX pays higher dividends than RIREX: VGWIX (3.73) vs RIREX (2.89). RIREX was incepted earlier than VGWIX: RIREX (24 years) vs VGWIX (8 years). RIREX (0.62) is less costly to investors than VGWIX (0.44). VGWIX is a more actively managed with annual turnover of: 106.00 vs. RIREX (56.00). RIREX has a lower initial minimum investment than VGWIX: RIREX (250) vs VGWIX (3000). RIREX annual gain was more profitable for investors over the last year : 12.77 vs. VGWIX (8.70). RIREX return over 5 years is better than : 46.53 vs. VGWIX (19.13).
| RIREX | VGWIX | RIREX / VGWIX | |
| Total Expense Ratio | 0.62 | 0.44 | 141% |
| Annual Report Gross Expense Ratio | 0.62 | 0.44 | 141% |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | 16.827 | 10.120 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 658M | 18,085% |
| Annual Yield % from dividends | 2.89 | 3.73 | 77% |
| Returns for 1 year | 12.77 | 8.70 | 147% |
| Returns for 3 years | 35.60 | 22.86 | 156% |
| Returns for 5 years | 46.53 | 19.13 | 243% |
| Returns for 10 years | 61.66 | N/A | - |
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