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RIREX vs VGWIX
RIREX vs VGWIX Comparison
Open Charts RIREX vs VGWIX
American Funds Capital Income Bldr R4
Price$68.76
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
RIREX vs VGWIX Comparison Chart
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RIREX 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 RIREX is a Buy and VGWIX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 100B vs. VGWIX (559M). VGWIX pays higher dividends than RIREX: VGWIX (3.69) vs RIREX (3.13). RIREX was incepted earlier than VGWIX: RIREX (23 years) vs VGWIX (7 years). RIREX (0.62) is less costly to investors than VGWIX (0.44). RIREX has a lower initial minimum investment than VGWIX: RIREX (250) vs VGWIX (3000). VGWIX annual gain was more profitable for investors over the last year : 2.55 vs. RIREX (0.96). RIREX return over 5 years is better than : 35.42 vs. VGWIX (20.32).
| 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 | 7 years | - |
| Gain YTD | -3.353 | -0.897 | 374% |
| 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 | 3.13 | 3.69 | 85% |
| Returns for 1 year | 0.96 | 2.55 | 38% |
| Returns for 3 years | 4.33 | 4.46 | 97% |
| Returns for 5 years | 35.42 | 20.32 | 174% |
| Returns for 10 years | 26.09 | N/A | - |
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