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RIRFX vs VGWIX
RIRFX vs VGWIX Comparison
Open Charts RIRFX vs VGWIX
American Funds Capital Income Bldr R5
Price$76.76
Change+$0.17 (+0.22%)
VolumeN/A
Net Assets115.83B
Vanguard Global Wellesley Income I
Price$22.77
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets602.98M
RIRFX vs VGWIX Comparison Chart in %
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RIRFX vs. VGWIX commentary
Jul 03, 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: 116B vs. VGWIX (603M). VGWIX pays higher dividends than RIRFX: VGWIX (3.60) vs RIRFX (3.25). 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 : 15.97 vs. VGWIX (10.16). RIRFX return over 5 years is better than : 57.22 vs. VGWIX (23.11).
| 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 | 12.308 | 7.010 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 603M | 19,237% |
| Annual Yield % from dividends | 3.25 | 3.60 | 90% |
| Returns for 1 year | 15.97 | 10.16 | 157% |
| Returns for 3 years | 35.45 | 19.35 | 183% |
| Returns for 5 years | 57.22 | 23.11 | 248% |
| Returns for 10 years | 66.69 | N/A | - |
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