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RIRHX vs VGWLX
RIRHX vs VGWLX Comparison
Open Charts RIRHX vs VGWLX
American Funds Capital Income Bldr R5E
Price$70.58
Change+$0.44 (+0.63%)
VolumeN/A
Net Assets106.48B
Vanguard Global Wellington Investor
Price$25.39
Change+$0.05 (+0.20%)
VolumeN/A
Net Assets2.44B
RIRHX vs VGWLX Comparison Chart
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RIRHX vs. VGWLX commentary
Apr 24, 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 VGWLX is a Buy.
FUNDAMENTALS
Fundamentals
RIRHX has more cash in the bank: 106B vs. VGWLX (2.44B). RIRHX pays higher dividends than VGWLX: RIRHX (3.33) vs VGWLX (2.99). RIRHX was incepted earlier than VGWLX: RIRHX (9 years) vs VGWLX (7 years). VGWLX (0.48) is less costly to investors than RIRHX (0.42). RIRHX has a lower initial minimum investment than VGWLX: RIRHX (250) vs VGWLX (3000). RIRHX annual gain was more profitable for investors over the last year : 9.10 vs. VGWLX (-0.62). RIRHX return over 5 years is better than : 45.36 vs. VGWLX (30.41).
| RIRHX | VGWLX | RIRHX / VGWLX | |
| Total Expense Ratio | 0.42 | 0.48 | 88% |
| Annual Report Gross Expense Ratio | 0.42 | 0.48 | 88% |
| Fund Existence | 9 years | 7 years | - |
| Gain YTD | 2.614 | 0.946 | 276% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106B | 2.44B | 4,337% |
| Annual Yield % from dividends | 3.33 | 2.99 | 111% |
| Returns for 1 year | 9.10 | -0.62 | -1,458% |
| Returns for 3 years | 13.80 | 5.08 | 272% |
| Returns for 5 years | 45.36 | 30.41 | 149% |
| Returns for 10 years | N/A | N/A | - |
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