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RIREX vs VGWIX
RIREX vs VGWIX Comparison
Open Charts RIREX vs VGWIX
American Funds Capital Income Bldr R4
Price$72.60
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets109.75B
Vanguard Global Wellesley Income I
Price$22.23
Change+$0.03 (+0.14%)
VolumeN/A
Net Assets579.43M
RIREX vs VGWIX Comparison Chart
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RIREX vs. VGWIX commentary
May 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 RIREX is a Buy and VGWIX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 110B vs. VGWIX (579M). VGWIX pays higher dividends than RIREX: VGWIX (3.67) vs RIREX (3.12). RIREX was incepted earlier than VGWIX: RIREX (23 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 : 10.22 vs. VGWIX (6.23). RIREX return over 5 years is better than : 47.50 vs. VGWIX (24.02).
| RIREX | VGWIX | RIREX / VGWIX | |
| Total Expense Ratio | 0.62 | 0.44 | 141% |
| Annual Report Gross Expense Ratio | 0.62 | 0.44 | 141% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 5.975 | 3.722 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 579M | 18,998% |
| Annual Yield % from dividends | 3.12 | 3.67 | 85% |
| Returns for 1 year | 10.22 | 6.23 | 164% |
| Returns for 3 years | 22.39 | 14.45 | 155% |
| Returns for 5 years | 47.50 | 24.02 | 198% |
| Returns for 10 years | 37.61 | N/A | - |