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RIREX vs VGYAX
RIREX vs VGYAX Comparison
Open Charts RIREX vs VGYAX
American Funds Capital Income Bldr R4
Price$71.13
Change-$1.59 (-2.19%)
VolumeN/A
CapitalizationN/A
Vanguard Global Wellesley Income Admiral
Price$26.84
Change-$0.57 (-2.08%)
VolumeN/A
CapitalizationN/A
RIREX vs VGYAX Comparison Chart
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RIREX vs. VGYAX commentary
Dec 19, 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 Buy and VGYAX is a Hold.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 108B vs. VGYAX (546M). VGYAX (3.39) and RIREX (3.26) have matching dividends . RIREX was incepted earlier than VGYAX: RIREX (23 years) vs VGYAX (7 years). VGYAX is a more actively managed with annual turnover of: 150.00 vs. RIREX (106.00). RIREX has a lower initial minimum investment than VGYAX: RIREX (250) vs VGYAX (50000). RIREX annual gain was more profitable for investors over the last year : 10.38 vs. VGYAX (5.40). RIREX return over 5 years is better than : 25.03 vs. VGYAX (11.70).
| RIREX | VGYAX | RIREX / VGYAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 7 years | - |
| Gain YTD | 9.532 | 4.520 | 211% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | 546M | 19,780% |
| Annual Yield % from dividends | 3.26 | 3.39 | 96% |
| Returns for 1 year | 10.38 | 5.40 | 192% |
| Returns for 3 years | 10.76 | 2.28 | 472% |
| Returns for 5 years | 25.03 | 11.70 | 214% |
| Returns for 10 years | 34.89 | N/A | - |
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