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RIRGX vs VGWAX
RIRGX vs VGWAX Comparison
Open Charts RIRGX vs VGWAX
American Funds Capital Income Bldr R6
Price$69.92
Change+$0.34 (+0.49%)
VolumeN/A
Net Assets106.42B
Vanguard Global Wellington Admiral
Price$31.84
Change+$0.08 (+0.25%)
VolumeN/A
Net Assets2.45B
RIRGX vs VGWAX Comparison Chart
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RIRGX vs. VGWAX 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 RIRGX is a Hold and VGWAX is a Hold.
FUNDAMENTALS
Fundamentals
RIRGX has more cash in the bank: 106B vs. VGWAX (2.45B). RIRGX pays higher dividends than VGWAX: RIRGX (3.59) vs VGWAX (2.79). RIRGX was incepted earlier than VGWAX: RIRGX (16 years) vs VGWAX (7 years). RIRGX is a more actively managed with annual turnover of: 106.00 vs. VGWAX (93.00). RIRGX has a lower initial minimum investment than VGWAX: RIRGX (250) vs VGWAX (50000). RIRGX annual gain was more profitable for investors over the last year : 11.08 vs. VGWAX (2.09). RIRGX return over 5 years is better than : 24.07 vs. VGWAX (14.17).
| RIRGX | VGWAX | RIRGX / VGWAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 7 years | - |
| Gain YTD | 1.436 | 1.144 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106B | 2.45B | 4,330% |
| Annual Yield % from dividends | 3.59 | 2.79 | 129% |
| Returns for 1 year | 11.08 | 2.09 | 530% |
| Returns for 3 years | 8.23 | -0.81 | -1,016% |
| Returns for 5 years | 24.07 | 14.17 | 170% |
| Returns for 10 years | 36.01 | N/A | - |
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