Ad is loading...
RIRGX vs VGWLX
RIRGX vs VGWLX Comparison
Open Charts RIRGX vs VGWLX
American Funds Capital Income Bldr R6
Price$69.92
Change+$0.34 (+0.49%)
VolumeN/A
Net Assets106.93B
Vanguard Global Wellington Investor
Price$25.47
Change+$0.06 (+0.24%)
VolumeN/A
Net Assets2.45B
RIRGX vs VGWLX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RIRGX vs. VGWLX 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 VGWLX is a Hold.
FUNDAMENTALS
Fundamentals
RIRGX has more cash in the bank: 107B vs. VGWLX (2.45B). 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 : 11.08 vs. VGWLX (2.04). RIRGX return over 5 years is better than : 24.07 vs. VGWLX (14.06).
| 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 | 1.436 | 1.152 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 2.45B | 4,371% |
| Annual Yield % from dividends | 3.59 | 2.67 | 135% |
| Returns for 1 year | 11.08 | 2.04 | 542% |
| Returns for 3 years | 8.23 | -0.88 | -936% |
| Returns for 5 years | 24.07 | 14.06 | 171% |
| Returns for 10 years | 36.01 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| LAFPX | 19.21 | 0.12 | +0.63% |
| Lord Abbett Affiliated P | |||
| ALCBX | 12.34 | 0.07 | +0.57% |
| ALPS/Smith Balanced Opportunity C | |||
| TNVAX | 17.42 | 0.09 | +0.53% |
| 1290 GAMCO Small/Mid Cap Value A | |||
| DSCLX | 14.55 | 0.07 | +0.48% |
| DFA International Social Cor Eq Instl | |||
| PRGEX | 18.72 | 0.06 | +0.32% |
| Pioneer Global Sustainable Equity R | |||