RIREX
Price
$66.77
Change
+$0.47 (+0.71%)
Updated
Feb 22, 6:59 PM EST
VGWIX
Price
$21.00
Change
+$0.07 (+0.33%)
Updated
Feb 22, 6:59 PM EST
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Compare predictions RIREX vs VGWIX

Header iconRIREX vs VGWIX Comparison
Open Charts RIREX vs VGWIXBanner chart's image
American Funds Capital Income Bldr R4
Price$66.77
Change+$0.47 (+0.71%)
VolumeN/A
CapitalizationN/A
Vanguard Global Wellesley Income I
Price$21.00
Change+$0.07 (+0.33%)
VolumeN/A
CapitalizationN/A
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RIREX vs VGWIX Comparison Chart

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VS
RIREX vs. VGWIX commentary
Feb 23, 2024

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 Buy.

FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 103B vs. VGWIX (529M). RIREX pays higher dividends than VGWIX: RIREX (3.35) vs VGWIX (3.04). RIREX was incepted earlier than VGWIX: RIREX (22 years) vs VGWIX (6 years). RIREX (0.62) is less costly to investors than VGWIX (0.44). VGWIX is a more actively managed with annual turnover of: 150.00 vs. RIREX (106.00). 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 : 8.47 vs. VGWIX (4.60). RIREX return over 5 years is better than : 25.40 vs. VGWIX (14.43).
RIREXVGWIXRIREX / VGWIX
Total Expense Ratio0.620.44141%
Annual Report Gross Expense Ratio0.620.44141%
Fund Existence22 years6 years-
Gain YTD0.861-0.521-165%
Front LoadN/AN/A-
Min. Initial Investment25030008%
Min. Initial Investment IRAN/AN/A-
Net Assets103B529M19,471%
Annual Yield % from dividends3.353.04110%
Returns for 1 year8.474.60184%
Returns for 3 years13.491.58854%
Returns for 5 years25.4014.43176%
Returns for 10 years35.77N/A-
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