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RIRHX vs VGWAX
RIRHX vs VGWAX Comparison
Open Charts RIRHX vs VGWAX
American Funds Capital Income Bldr R5E
Price$72.34
Change-$0.26 (-0.36%)
VolumeN/A
Net Assets110.16B
Vanguard Global Wellington Admiral
Price$32.55
Change-$0.05 (-0.15%)
VolumeN/A
Net Assets2.45B
RIRHX vs VGWAX Comparison Chart
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RIRHX vs. VGWAX commentary
Feb 23, 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 StrongBuy and VGWAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RIRHX has more cash in the bank: 110B vs. VGWAX (2.45B). RIRHX pays higher dividends than VGWAX: RIRHX (3.45) vs VGWAX (2.79). RIRHX was incepted earlier than VGWAX: RIRHX (9 years) vs VGWAX (7 years). RIRHX is a more actively managed with annual turnover of: 106.00 vs. VGWAX (93.00). 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 : 12.32 vs. VGWAX (2.61). RIRHX return over 5 years is better than : 28.58 vs. VGWAX (17.17).
| RIRHX | VGWAX | RIRHX / VGWAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 7 years | - |
| Gain YTD | 5.115 | 3.399 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 2.45B | 4,497% |
| Annual Yield % from dividends | 3.45 | 2.79 | 124% |
| Returns for 1 year | 12.32 | 2.61 | 472% |
| Returns for 3 years | 14.27 | 4.05 | 352% |
| Returns for 5 years | 28.58 | 17.17 | 166% |
| Returns for 10 years | N/A | N/A | - |
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