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RIRHX vs VGWLX
RIRHX vs VGWLX Comparison
Open Charts RIRHX vs VGWLX
American Funds Capital Income Bldr R5E
Price$75.15
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets113.5B
Vanguard Global Wellington Investor
Price$26.67
Change+$0.11 (+0.41%)
VolumeN/A
Net Assets2.52B
RIRHX vs VGWLX Comparison Chart
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RIRHX vs. VGWLX commentary
Jun 07, 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: 113B 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 : 13.25 vs. VGWLX (1.79). RIRHX return over 5 years is better than : 43.84 vs. VGWLX (25.25).
| 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 | 9.943 | 6.244 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113B | 2.52B | 4,488% |
| Annual Yield % from dividends | 3.21 | 2.94 | 109% |
| Returns for 1 year | 13.25 | 1.79 | 740% |
| Returns for 3 years | 21.82 | 10.68 | 204% |
| Returns for 5 years | 43.84 | 25.25 | 174% |
| Returns for 10 years | N/A | N/A | - |