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RIREX vs WASYX
RIREX vs WASYX Comparison
Open Charts RIREX vs WASYX
American Funds Capital Income Bldr R4
Price$72.60
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets109.75B
Macquarie Asset Strategy Fund Cl Y
Price$22.14
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets1.74B
RIREX vs WASYX Comparison Chart
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RIREX vs. WASYX commentary
May 11, 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 WASYX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 110B vs. WASYX (1.74B). RIREX pays higher dividends than WASYX: RIREX (3.12) vs WASYX (1.50). RIREX was incepted earlier than WASYX: RIREX (23 years) vs WASYX (29 years). WASYX (1.06) is less costly to investors than RIREX (0.62). RIREX (56.00) and WASYX (54.00) have comparable annual turnover. WASYX has a lower initial minimum investment than RIREX: WASYX (0) vs RIREX (250). RIREX annual gain was more profitable for investors over the last year : 10.22 vs. WASYX (3.03). RIREX return over 5 years is better than : 47.50 vs. WASYX (27.72).
| RIREX | WASYX | RIREX / WASYX | |
| Total Expense Ratio | 0.62 | 1.06 | 58% |
| Annual Report Gross Expense Ratio | 0.62 | 1.06 | 58% |
| Fund Existence | 23 years | 29 years | - |
| Gain YTD | 5.975 | 3.743 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 1.74B | 6,307% |
| Annual Yield % from dividends | 3.12 | 1.50 | 209% |
| Returns for 1 year | 10.22 | 3.03 | 338% |
| Returns for 3 years | 22.39 | 13.12 | 171% |
| Returns for 5 years | 47.50 | 27.72 | 171% |
| Returns for 10 years | 37.61 | -4.56 | -825% |