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RIRFX vs VGWIX
RIRFX vs VGWIX Comparison
Open Charts RIRFX vs VGWIX
American Funds Capital Income Bldr R5
Price$79.04
Change-$0.07 (-0.09%)
VolumeN/A
Net Assets119.04B
Vanguard Global Wellesley Income I
Price$23.29
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets638.95M
RIRFX vs VGWIX Comparison Chart in %
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RIRFX vs. VGWIX commentary
Sep 19, 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 StrongBuy and VGWIX is a Hold.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 119B vs. VGWIX (639M). VGWIX pays higher dividends than RIRFX: VGWIX (3.56) vs RIRFX (3.17). 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 : 12.12 vs. VGWIX (5.92). RIRFX return over 5 years is better than : 60.22 vs. VGWIX (22.66).
| 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 | 16.963 | 9.451 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 639M | 18,623% |
| Annual Yield % from dividends | 3.17 | 3.56 | 89% |
| Returns for 1 year | 12.12 | 5.92 | 205% |
| Returns for 3 years | 43.50 | 25.12 | 173% |
| Returns for 5 years | 60.22 | 22.66 | 266% |
| Returns for 10 years | 83.25 | N/A | - |
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