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RIRFX vs VGYAX
RIRFX vs VGYAX Comparison
Open Charts RIRFX vs VGYAX
American Funds Capital Income Bldr R5
Price$69.96
Change+$0.34 (+0.49%)
VolumeN/A
Net Assets106.93B
Vanguard Global Wellesley Income Admiral
Price$27.10
Change+$0.05 (+0.18%)
VolumeN/A
Net Assets532.84M
RIRFX vs VGYAX Comparison Chart
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RIRFX vs. VGYAX commentary
Jan 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 Hold and VGYAX is a Hold.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 107B vs. VGYAX (533M). RIRFX (3.55) and VGYAX (3.39) have matching dividends . RIRFX was incepted earlier than VGYAX: RIRFX (23 years) vs VGYAX (7 years). VGYAX is a more actively managed with annual turnover of: 150.00 vs. RIRFX (106.00). RIRFX has a lower initial minimum investment than VGYAX: RIRFX (250) vs VGYAX (50000). RIRFX annual gain was more profitable for investors over the last year : 11.02 vs. VGYAX (6.52). RIRFX return over 5 years is better than : 31.07 vs. VGYAX (11.19).
| RIRFX | VGYAX | RIRFX / VGYAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 7 years | - |
| Gain YTD | 1.435 | 0.557 | 258% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 533M | 20,075% |
| Annual Yield % from dividends | 3.55 | 3.39 | 105% |
| Returns for 1 year | 11.02 | 6.52 | 169% |
| Returns for 3 years | 11.17 | 2.37 | 472% |
| Returns for 5 years | 31.07 | 11.19 | 278% |
| Returns for 10 years | 47.95 | N/A | - |
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