Ad is loading...
RIRHX vs VGWAX
RIRHX vs VGWAX Comparison
Open Charts RIRHX vs VGWAX
American Funds Capital Income Bldr R5E
Price$70.94
Change-$1.20 (-1.66%)
VolumeN/A
Net Assets109.78B
Vanguard Global Wellington Admiral
Price$32.08
Change-$0.47 (-1.44%)
VolumeN/A
Net Assets2.46B
RIRHX vs VGWAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RIRHX vs. VGWAX commentary
Apr 04, 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 RIRHX is a Buy and VGWAX is a Hold.
FUNDAMENTALS
Fundamentals
RIRHX has more cash in the bank: 110B vs. VGWAX (2.46B). RIRHX pays higher dividends than VGWAX: RIRHX (3.33) vs VGWAX (3.12). RIRHX was incepted earlier than VGWAX: RIRHX (9 years) vs VGWAX (7 years). RIRHX (0.42) is less costly to investors than VGWAX (0.35). RIRHX has a lower initial minimum investment than VGWAX: RIRHX (250) vs VGWAX (50000). RIRHX annual gain was more profitable for investors over the last year : 8.55 vs. VGWAX (0.97). RIRHX return over 5 years is better than : 55.29 vs. VGWAX (43.58).
| RIRHX | VGWAX | RIRHX / VGWAX | |
| Total Expense Ratio | 0.42 | 0.35 | 120% |
| Annual Report Gross Expense Ratio | 0.42 | 0.35 | 120% |
| Fund Existence | 9 years | 7 years | - |
| Gain YTD | 3.784 | 3.732 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 2.46B | 4,479% |
| Annual Yield % from dividends | 3.33 | 3.12 | 107% |
| Returns for 1 year | 8.55 | 0.97 | 879% |
| Returns for 3 years | 12.21 | 4.28 | 285% |
| Returns for 5 years | 55.29 | 43.58 | 127% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...