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RIRHX vs VGWLX
RIRHX vs VGWLX Comparison
Open Charts RIRHX vs VGWLX
American Funds Capital Income Bldr R5E
Price$72.14
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets109.37B
Vanguard Global Wellington Investor
Price$26.04
Change+$0.04 (+0.15%)
VolumeN/A
Net Assets2.46B
RIRHX vs VGWLX Comparison Chart
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RIRHX vs. VGWLX commentary
Apr 04, 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: 109B vs. VGWLX (2.46B). 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 : 10.35 vs. VGWLX (0.87). RIRHX return over 5 years is better than : 57.91 vs. VGWLX (43.37).
| 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 | 5.540 | 3.734 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 2.46B | 4,438% |
| Annual Yield % from dividends | 3.33 | 2.99 | 111% |
| Returns for 1 year | 10.35 | 0.87 | 1,190% |
| Returns for 3 years | 14.24 | 4.25 | 335% |
| Returns for 5 years | 57.91 | 43.37 | 134% |
| Returns for 10 years | N/A | N/A | - |
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