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RIRHX vs WASAX
RIRHX vs WASAX Comparison
Open Charts RIRHX vs WASAX
American Funds Capital Income Bldr R5E
Price$70.58
Change+$0.44 (+0.63%)
VolumeN/A
Net Assets106.48B
Macquarie Asset Strategy Fund Cl A
Price$21.11
Change+$0.17 (+0.81%)
VolumeN/A
Net Assets1.67B
RIRHX vs WASAX Comparison Chart
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RIRHX vs. WASAX commentary
Apr 24, 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 WASAX is a Buy.
FUNDAMENTALS
Fundamentals
RIRHX has more cash in the bank: 106B vs. WASAX (1.67B). RIRHX pays higher dividends than WASAX: RIRHX (3.33) vs WASAX (1.52). RIRHX was incepted earlier than WASAX: RIRHX (9 years) vs WASAX (25 years). WASAX (1.06) is less costly to investors than RIRHX (0.42). RIRHX has a lower initial minimum investment than WASAX: RIRHX (250) vs WASAX (1000). RIRHX annual gain was more profitable for investors over the last year : 9.10 vs. WASAX (0.35). RIRHX return over 5 years is better than : 45.36 vs. WASAX (23.65).
| RIRHX | WASAX | RIRHX / WASAX | |
| Total Expense Ratio | 0.42 | 1.06 | 40% |
| Annual Report Gross Expense Ratio | 0.42 | 1.06 | 40% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 2.614 | -1.369 | -191% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106B | 1.67B | 6,359% |
| Annual Yield % from dividends | 3.33 | 1.52 | 219% |
| Returns for 1 year | 9.10 | 0.35 | 2,583% |
| Returns for 3 years | 13.80 | 0.58 | 2,386% |
| Returns for 5 years | 45.36 | 23.65 | 192% |
| Returns for 10 years | N/A | -11.46 | - |