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RIRFX vs WASYX
RIRFX vs WASYX Comparison
Open Charts RIRFX vs WASYX
American Funds Capital Income Bldr R5
Price$72.65
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets109.59B
Macquarie Asset Strategy Fund Cl Y
Price$22.14
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets1.74B
RIRFX vs WASYX Comparison Chart
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RIRFX vs. WASYX commentary
May 11, 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 WASYX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 110B vs. WASYX (1.74B). RIRFX pays higher dividends than WASYX: RIRFX (3.41) vs WASYX (1.50). RIRFX was incepted earlier than WASYX: RIRFX (23 years) vs WASYX (29 years). WASYX (1.06) is less costly to investors than RIRFX (0.31). RIRFX (56.00) and WASYX (54.00) have comparable annual turnover. WASYX has a lower initial minimum investment than RIRFX: WASYX (0) vs RIRFX (250). RIRFX annual gain was more profitable for investors over the last year : 10.55 vs. WASYX (3.03). RIRFX return over 5 years is better than : 56.68 vs. WASYX (27.72).
| RIRFX | WASYX | RIRFX / WASYX | |
| Total Expense Ratio | 0.31 | 1.06 | 29% |
| Annual Report Gross Expense Ratio | 0.31 | 1.06 | 29% |
| Fund Existence | 23 years | 29 years | - |
| Gain YTD | 6.082 | 3.743 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 1.74B | 6,307% |
| Annual Yield % from dividends | 3.41 | 1.50 | 228% |
| Returns for 1 year | 10.55 | 3.03 | 349% |
| Returns for 3 years | 26.08 | 13.12 | 199% |
| Returns for 5 years | 56.68 | 27.72 | 204% |
| Returns for 10 years | 51.97 | -4.56 | -1,141% |
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