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RIRHX vs VGWAX
RIRHX vs VGWAX Comparison
Open Charts RIRHX vs VGWAX
American Funds Capital Income Bldr R5E
Price$70.58
Change+$0.44 (+0.63%)
VolumeN/A
Net Assets106.48B
Vanguard Global Wellington Admiral
Price$31.73
Change+$0.05 (+0.16%)
VolumeN/A
Net Assets2.44B
RIRHX vs VGWAX Comparison Chart
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RIRHX vs. VGWAX commentary
Apr 25, 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 Buy.
FUNDAMENTALS
Fundamentals
RIRHX has more cash in the bank: 106B vs. VGWAX (2.44B). 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 : 9.10 vs. VGWAX (-0.57). RIRHX return over 5 years is better than : 45.36 vs. VGWAX (30.60).
| 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 | 2.614 | 0.959 | 272% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106B | 2.44B | 4,337% |
| Annual Yield % from dividends | 3.33 | 3.12 | 107% |
| Returns for 1 year | 9.10 | -0.57 | -1,601% |
| Returns for 3 years | 13.80 | 5.16 | 267% |
| Returns for 5 years | 45.36 | 30.60 | 148% |
| Returns for 10 years | N/A | N/A | - |
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