Interact to see
Advertisement
Advertisement
RIRHX vs VGWLX
RIRHX vs VGWLX Comparison
Open Charts RIRHX vs VGWLX
American Funds Capital Income Bldr R5E
Price$75.90
Change+$0.23 (+0.30%)
VolumeN/A
Net Assets114.7B
Vanguard Global Wellington Investor
Price$26.81
Change+$0.12 (+0.45%)
VolumeN/A
Net Assets2.52B
RIRHX vs VGWLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RIRHX vs. VGWLX commentary
Jun 28, 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: 115B vs. VGWLX (2.52B). RIRHX pays higher dividends than VGWLX: RIRHX (3.21) vs VGWLX (2.94). RIRHX was incepted earlier than VGWLX: RIRHX (10 years) vs VGWLX (8 years). VGWLX (0.48) is less costly to investors than RIRHX (0.42). VGWLX is a more actively managed with annual turnover of: 74.00 vs. RIRHX (56.00). 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 : 15.39 vs. VGWLX (4.24). RIRHX return over 5 years is better than : 53.04 vs. VGWLX (32.95).
| RIRHX | VGWLX | RIRHX / VGWLX | |
| Total Expense Ratio | 0.42 | 0.48 | 88% |
| Annual Report Gross Expense Ratio | 0.42 | 0.48 | 88% |
| Fund Existence | 10 years | 8 years | - |
| Gain YTD | 11.778 | 7.121 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115B | 2.52B | 4,567% |
| Annual Yield % from dividends | 3.21 | 2.94 | 109% |
| Returns for 1 year | 15.39 | 4.24 | 363% |
| Returns for 3 years | 32.23 | 18.04 | 179% |
| Returns for 5 years | 53.04 | 32.95 | 161% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement