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RIRHX vs VGWLX
RIRHX vs VGWLX Comparison
Open Charts RIRHX vs VGWLX
American Funds Capital Income Bldr R5E
Price$69.81
Change+$0.34 (+0.49%)
VolumeN/A
Net Assets106.93B
Vanguard Global Wellington Investor
Price$25.47
Change+$0.06 (+0.24%)
VolumeN/A
Net Assets2.45B
RIRHX vs VGWLX Comparison Chart
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RIRHX vs. VGWLX commentary
Jan 19, 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 VGWLX is a Hold.
FUNDAMENTALS
Fundamentals
RIRHX has more cash in the bank: 107B vs. VGWLX (2.45B). RIRHX pays higher dividends than VGWLX: RIRHX (3.45) vs VGWLX (2.67). RIRHX was incepted earlier than VGWLX: RIRHX (9 years) vs VGWLX (7 years). RIRHX is a more actively managed with annual turnover of: 106.00 vs. VGWLX (93.00). 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 : 10.92 vs. VGWLX (2.04). RIRHX return over 5 years is better than : 23.42 vs. VGWLX (14.06).
| RIRHX | VGWLX | RIRHX / VGWLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 7 years | - |
| Gain YTD | 1.439 | 1.152 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 2.45B | 4,371% |
| Annual Yield % from dividends | 3.45 | 2.67 | 129% |
| Returns for 1 year | 10.92 | 2.04 | 534% |
| Returns for 3 years | 7.86 | -0.88 | -894% |
| Returns for 5 years | 23.42 | 14.06 | 167% |
| Returns for 10 years | N/A | N/A | - |