Ad is loading...
RIRFX vs VGYAX
RIRFX vs VGYAX Comparison
Open Charts RIRFX vs VGYAX
American Funds Capital Income Bldr R5
Price$72.51
Change-$0.25 (-0.34%)
VolumeN/A
Net Assets110.16B
Vanguard Global Wellesley Income Admiral
Price$27.55
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets536.24M
RIRFX vs VGYAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RIRFX vs. VGYAX commentary
Feb 23, 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 VGYAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 110B vs. VGYAX (536M). 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 : 12.45 vs. VGYAX (7.50). RIRFX return over 5 years is better than : 36.57 vs. VGYAX (12.56).
| 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 | 5.133 | 2.226 | 231% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 536M | 20,522% |
| Annual Yield % from dividends | 3.55 | 3.39 | 105% |
| Returns for 1 year | 12.45 | 7.50 | 166% |
| Returns for 3 years | 17.77 | 6.27 | 284% |
| Returns for 5 years | 36.57 | 12.56 | 291% |
| Returns for 10 years | 49.63 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...