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RIRFX vs VGWIX
RIRFX vs VGWIX Comparison
Open Charts RIRFX vs VGWIX
American Funds Capital Income Bldr R5
Price$72.65
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets109.75B
Vanguard Global Wellesley Income I
Price$22.23
Change+$0.03 (+0.14%)
VolumeN/A
Net Assets579.43M
RIRFX vs VGWIX Comparison Chart
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RIRFX vs. VGWIX 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 RIRFX is a Buy and VGWIX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 110B vs. VGWIX (579M). VGWIX pays higher dividends than RIRFX: VGWIX (3.67) vs RIRFX (3.41). RIRFX was incepted earlier than VGWIX: RIRFX (23 years) vs VGWIX (8 years). VGWIX (0.44) is less costly to investors than RIRFX (0.31). VGWIX is a more actively managed with annual turnover of: 106.00 vs. RIRFX (56.00). RIRFX has a lower initial minimum investment than VGWIX: RIRFX (250) vs VGWIX (3000). RIRFX annual gain was more profitable for investors over the last year : 10.55 vs. VGWIX (6.23). RIRFX return over 5 years is better than : 56.68 vs. VGWIX (24.02).
| RIRFX | VGWIX | RIRFX / VGWIX | |
| Total Expense Ratio | 0.31 | 0.44 | 70% |
| Annual Report Gross Expense Ratio | 0.31 | 0.44 | 70% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 6.082 | 3.722 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 579M | 18,998% |
| Annual Yield % from dividends | 3.41 | 3.67 | 93% |
| Returns for 1 year | 10.55 | 6.23 | 169% |
| Returns for 3 years | 26.08 | 14.45 | 181% |
| Returns for 5 years | 56.68 | 24.02 | 236% |
| Returns for 10 years | 51.97 | N/A | - |
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