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RIRHX vs VGWAX
RIRHX vs VGWAX Comparison
Open Charts RIRHX vs VGWAX
American Funds Capital Income Bldr R5E
Price$76.65
Change+$0.15 (+0.20%)
VolumeN/A
Net Assets115.86B
Vanguard Global Wellington Admiral
Price$33.42
Change+$0.12 (+0.36%)
VolumeN/A
Net Assets2.57B
RIRHX vs VGWAX Comparison Chart in %
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RIRHX vs. VGWAX commentary
Jul 18, 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: 116B vs. VGWAX (2.57B). RIRHX (3.16) and VGWAX (3.04) 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 : 12.65 vs. VGWAX (0.45). RIRHX return over 5 years is better than : 48.95 vs. VGWAX (26.80).
| 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 | 12.882 | 6.450 | 200% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 2.57B | 4,508% |
| Annual Yield % from dividends | 3.16 | 3.04 | 104% |
| Returns for 1 year | 12.65 | 0.45 | 2,792% |
| Returns for 3 years | 35.79 | 18.03 | 199% |
| Returns for 5 years | 48.95 | 26.80 | 183% |
| Returns for 10 years | N/A | N/A | - |
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