Interact to see
Advertisement
Advertisement
RIRHX vs VGWAX
RIRHX vs VGWAX Comparison
Open Charts RIRHX vs VGWAX
American Funds Capital Income Bldr R5E
Price$78.15
Change-$0.45 (-0.57%)
VolumeN/A
Net Assets118.99B
Vanguard Global Wellington Admiral
Price$34.04
Change-$0.14 (-0.41%)
VolumeN/A
Net Assets2.6B
RIRHX vs VGWAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RIRHX vs. VGWAX commentary
Sep 26, 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 Hold and VGWAX is a Hold.
FUNDAMENTALS
Fundamentals
RIRHX has more cash in the bank: 119B vs. VGWAX (2.6B). 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 : 10.53 vs. VGWAX (1.93). RIRHX return over 5 years is better than : 55.77 vs. VGWAX (30.71).
| 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 | 15.814 | 9.670 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 2.6B | 4,577% |
| Annual Yield % from dividends | 3.08 | 2.98 | 103% |
| Returns for 1 year | 10.53 | 1.93 | 546% |
| Returns for 3 years | 48.22 | 29.16 | 165% |
| Returns for 5 years | 55.77 | 30.71 | 182% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement