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RIREX vs VGWIX
RIREX vs VGWIX Comparison
Open Charts RIREX vs VGWIX
American Funds Capital Income Bldr R4
Price$76.58
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets115.81B
Vanguard Global Wellesley Income I
Price$22.67
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets619.09M
RIREX vs VGWIX Comparison Chart in %
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RIREX vs. VGWIX commentary
Jul 09, 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: 116B vs. VGWIX (619M). VGWIX pays higher dividends than RIREX: VGWIX (3.60) vs RIREX (2.97). 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 : 14.68 vs. VGWIX (8.35). RIREX return over 5 years is better than : 50.67 vs. VGWIX (22.52).
| 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 | 12.469 | 6.446 | 193% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 619M | 18,740% |
| Annual Yield % from dividends | 2.97 | 3.60 | 82% |
| Returns for 1 year | 14.68 | 8.35 | 176% |
| Returns for 3 years | 33.34 | 19.37 | 172% |
| Returns for 5 years | 50.67 | 22.52 | 225% |
| Returns for 10 years | 50.57 | N/A | - |
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