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RIRGX vs VGWLX
RIRGX vs VGWLX Comparison
Open Charts RIRGX vs VGWLX
American Funds Capital Income Bldr R6
Price$71.17
Change-$1.59 (-2.19%)
VolumeN/A
CapitalizationN/A
Vanguard Global Wellington Investor
Price$24.99
Change-$1.64 (-6.16%)
VolumeN/A
CapitalizationN/A
RIRGX vs VGWLX Comparison Chart
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RIRGX vs. VGWLX commentary
Dec 19, 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 RIRGX is a Buy and VGWLX is a Hold.
FUNDAMENTALS
Fundamentals
RIRGX has more cash in the bank: 108B vs. VGWLX (2.56B). RIRGX pays higher dividends than VGWLX: RIRGX (3.59) vs VGWLX (2.67). RIRGX was incepted earlier than VGWLX: RIRGX (16 years) vs VGWLX (7 years). RIRGX is a more actively managed with annual turnover of: 106.00 vs. VGWLX (93.00). RIRGX has a lower initial minimum investment than VGWLX: RIRGX (250) vs VGWLX (3000). RIRGX annual gain was more profitable for investors over the last year : 13.81 vs. VGWLX (7.10). RIRGX return over 5 years is better than : 27.41 vs. VGWLX (20.80).
| RIRGX | VGWLX | RIRGX / VGWLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 7 years | - |
| Gain YTD | 12.350 | 5.462 | 226% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | 2.56B | 4,222% |
| Annual Yield % from dividends | 3.59 | 2.67 | 135% |
| Returns for 1 year | 13.81 | 7.10 | 194% |
| Returns for 3 years | 14.12 | 4.90 | 288% |
| Returns for 5 years | 27.41 | 20.80 | 132% |
| Returns for 10 years | 39.89 | N/A | - |