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RIRHX vs WASAX
RIRHX vs WASAX Comparison
Open Charts RIRHX vs WASAX
American Funds Capital Income Bldr R5E
Price$71.74
Change-$0.32 (-0.44%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Asset Strategy Fund Cl A
Price$22.61
Change-$0.25 (-1.09%)
VolumeN/A
CapitalizationN/A
RIRHX vs WASAX Comparison Chart
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RIRHX vs. WASAX commentary
Nov 18, 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 WASAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RIRHX has more cash in the bank: 107B vs. WASAX (1.79B). RIRHX pays higher dividends than WASAX: RIRHX (3.45) vs WASAX (2.86). RIRHX was incepted earlier than WASAX: RIRHX (9 years) vs WASAX (24 years). RIRHX is a more actively managed with annual turnover of: 106.00 vs. WASAX (74.00). RIRHX has a lower initial minimum investment than WASAX: RIRHX (250) vs WASAX (1000). WASAX annual gain was more profitable for investors over the last year : 20.38 vs. RIRHX (18.11). RIRHX return over 5 years is better than : 27.98 vs. WASAX (12.57).
| RIRHX | WASAX | RIRHX / WASAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 10.809 | 13.985 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 1.79B | 5,981% |
| Annual Yield % from dividends | 3.45 | 2.86 | 121% |
| Returns for 1 year | 18.11 | 20.38 | 89% |
| Returns for 3 years | 12.20 | -11.37 | -107% |
| Returns for 5 years | 27.98 | 12.57 | 223% |
| Returns for 10 years | N/A | -18.65 | - |
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