RIRFX
Price
$66.83
Change
-$0.00 (-0.00%)
Updated
Feb 22, 6:59 PM EST
VGWIX
Price
$21.00
Change
-$0.00 (-0.00%)
Updated
Feb 22, 6:59 PM EST
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Analysis and predictions RIRFX vs VGWIX

Header iconRIRFX vs VGWIX Comparison
Open Charts RIRFX vs VGWIXBanner chart's image
American Funds Capital Income Bldr R5
Price$66.83
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Global Wellesley Income I
Price$21.00
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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RIRFX vs VGWIX Comparison Chart

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VS
RIRFX vs. VGWIX commentary
Feb 23, 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 RIRFX is a Hold and VGWIX is a Buy.

FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 103B vs. VGWIX (529M). RIRFX pays higher dividends than VGWIX: RIRFX (3.64) vs VGWIX (3.04). RIRFX was incepted earlier than VGWIX: RIRFX (22 years) vs VGWIX (6 years). VGWIX (0.44) is less costly to investors than RIRFX (0.32). VGWIX is a more actively managed with annual turnover of: 150.00 vs. RIRFX (106.00). 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 : 8.81 vs. VGWIX (4.60). RIRFX return over 5 years is better than : 34.31 vs. VGWIX (14.43).
RIRFXVGWIXRIRFX / VGWIX
Total Expense Ratio0.320.4473%
Annual Report Gross Expense Ratio0.320.4473%
Fund Existence22 years6 years-
Gain YTD0.906-0.521-174%
Front LoadN/AN/A-
Min. Initial Investment25030008%
Min. Initial Investment IRAN/AN/A-
Net Assets103B529M19,471%
Annual Yield % from dividends3.643.04120%
Returns for 1 year8.814.60192%
Returns for 3 years14.541.58920%
Returns for 5 years34.3114.43238%
Returns for 10 years46.10N/A-
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