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RIREX vs VGWIX
RIREX vs VGWIX Comparison
Open Charts RIREX vs VGWIX
American Funds Capital Income Bldr R4
Price$79.82
Change+$0.27 (+0.34%)
VolumeN/A
Net Assets120.38B
Vanguard Global Wellesley Income I
Price$23.22
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets648.97M
RIREX vs VGWIX Comparison Chart in %
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RIREX vs. VGWIX commentary
Oct 26, 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 Hold.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 120B vs. VGWIX (649M). VGWIX pays higher dividends than RIREX: VGWIX (3.74) vs RIREX (2.89). 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 : 12.48 vs. VGWIX (7.40). RIREX return over 5 years is better than : 54.30 vs. VGWIX (22.99).
| 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 | 17.906 | 9.695 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 649M | 18,490% |
| Annual Yield % from dividends | 2.89 | 3.74 | 77% |
| Returns for 1 year | 12.48 | 7.40 | 169% |
| Returns for 3 years | 46.50 | 29.69 | 157% |
| Returns for 5 years | 54.30 | 22.99 | 236% |
| Returns for 10 years | 61.32 | N/A | - |
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