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RIRHX vs VGWAX
RIRHX vs VGWAX Comparison
Open Charts RIRHX vs VGWAX
American Funds Capital Income Bldr R5E
Price$79.12
Change+$0.08 (+0.10%)
VolumeN/A
Net Assets119.49B
Vanguard Global Wellington Admiral
Price$34.65
Change+$0.07 (+0.20%)
VolumeN/A
Net Assets2.63B
RIRHX vs VGWAX Comparison Chart in %
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RIRHX vs. VGWAX commentary
Oct 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 Buy.
FUNDAMENTALS
Fundamentals
RIRHX has more cash in the bank: 119B vs. VGWAX (2.63B). RIRHX (3.08) and VGWAX (3.05) 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 : 10.84 vs. VGWAX (2.43). RIRHX return over 5 years is better than : 53.46 vs. VGWAX (28.34).
| 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 | 17.133 | 10.954 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 2.63B | 4,518% |
| Annual Yield % from dividends | 3.08 | 3.05 | 101% |
| Returns for 1 year | 10.84 | 2.43 | 446% |
| Returns for 3 years | 48.22 | 28.49 | 169% |
| Returns for 5 years | 53.46 | 28.34 | 189% |
| Returns for 10 years | N/A | N/A | - |
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