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RIRHX vs VGWAX
RIRHX vs VGWAX Comparison
Open Charts RIRHX vs VGWAX
American Funds Capital Income Bldr R5E
Price$78.20
Change-$0.12 (-0.15%)
VolumeN/A
Net Assets117.97B
Vanguard Global Wellington Admiral
Price$34.22
Change-$0.07 (-0.20%)
VolumeN/A
Net Assets2.53B
RIRHX vs VGWAX Comparison Chart in %
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RIRHX vs. VGWAX commentary
Sep 02, 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 Buy.
FUNDAMENTALS
Fundamentals
RIRHX has more cash in the bank: 118B vs. VGWAX (2.54B). RIRHX (3.08) and VGWAX (2.98) have matching dividends . RIRHX was incepted earlier than VGWAX: RIRHX (10 years) vs VGWAX (8 years). RIRHX (0.42) is less costly to investors than VGWAX (0.35). VGWAX is a more actively managed with annual turnover of: 74.00 vs. RIRHX (56.00). 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 : 11.16 vs. VGWAX (1.09). RIRHX return over 5 years is better than : 49.00 vs. VGWAX (25.79).
| RIRHX | VGWAX | RIRHX / VGWAX | |
| Total Expense Ratio | 0.42 | 0.35 | 120% |
| Annual Report Gross Expense Ratio | 0.42 | 0.35 | 120% |
| Fund Existence | 10 years | 8 years | - |
| Gain YTD | 15.165 | 9.391 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 2.54B | 4,655% |
| Annual Yield % from dividends | 3.08 | 2.98 | 103% |
| Returns for 1 year | 11.16 | 1.09 | 1,025% |
| Returns for 3 years | 36.59 | 20.29 | 180% |
| Returns for 5 years | 49.00 | 25.79 | 190% |
| Returns for 10 years | N/A | N/A | - |
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