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RIREX vs VGYAX
RIREX vs VGYAX Comparison
Open Charts RIREX vs VGYAX
American Funds Capital Income Bldr R4
Price$73.12
Change-$0.09 (-0.12%)
VolumeN/A
CapitalizationN/A
Vanguard Global Wellesley Income Admiral
Price$27.92
Change-$0.29 (-1.03%)
VolumeN/A
CapitalizationN/A
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RIREX vs VGYAX Comparison Chart
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RIREX vs. VGYAX commentary
Sep 21, 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 Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 110B vs. VGYAX (551M). VGYAX (3.39) and RIREX (3.26) have matching dividends . RIREX was incepted earlier than VGYAX: RIREX (22 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 : 21.22 vs. VGYAX (14.69). RIREX return over 5 years is better than : 32.65 vs. VGYAX (17.59).
| RIREX | VGYAX | RIREX / VGYAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 7 years | - |
| Gain YTD | 12.597 | 8.132 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 551M | 19,964% |
| Annual Yield % from dividends | 3.26 | 3.39 | 96% |
| Returns for 1 year | 21.22 | 14.69 | 144% |
| Returns for 3 years | 17.46 | 6.10 | 286% |
| Returns for 5 years | 32.65 | 17.59 | 186% |
| Returns for 10 years | 40.54 | N/A | - |
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