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RIRHX vs VGWLX
RIRHX vs VGWLX Comparison
Open Charts RIRHX vs VGWLX
American Funds Capital Income Bldr R5E
Price$71.04
Change-$1.59 (-2.19%)
VolumeN/A
CapitalizationN/A
Vanguard Global Wellington Investor
Price$24.99
Change-$1.64 (-6.16%)
VolumeN/A
CapitalizationN/A
RIRHX vs VGWLX Comparison Chart
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RIRHX vs. VGWLX commentary
Dec 19, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
RIRHX has more cash in the bank: 108B vs. VGWLX (2.56B). 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 : 13.65 vs. VGWLX (7.10). RIRHX return over 5 years is better than : 26.76 vs. VGWLX (20.80).
| 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 | 12.184 | 5.462 | 223% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | 2.56B | 4,222% |
| Annual Yield % from dividends | 3.45 | 2.67 | 129% |
| Returns for 1 year | 13.65 | 7.10 | 192% |
| Returns for 3 years | 13.72 | 4.90 | 280% |
| Returns for 5 years | 26.76 | 20.80 | 129% |
| Returns for 10 years | N/A | N/A | - |
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