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RIRHX vs WASAX
RIRHX vs WASAX Comparison
Open Charts RIRHX vs WASAX
American Funds Capital Income Bldr R5E
Price$75.14
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets113.46B
Macquarie Asset Strategy Fund Cl A
Price$22.80
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets1.79B
RIRHX vs WASAX Comparison Chart
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RIRHX vs. WASAX commentary
Jun 06, 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: 113B vs. WASAX (1.79B). RIRHX pays higher dividends than WASAX: RIRHX (3.21) vs WASAX (1.45). RIRHX was incepted earlier than WASAX: RIRHX (10 years) vs WASAX (25 years). WASAX (1.06) is less costly to investors than RIRHX (0.42). RIRHX (56.00) and WASAX (54.00) have comparable annual turnover. 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 : 13.32 vs. WASAX (5.05). RIRHX return over 5 years is better than : 43.77 vs. WASAX (20.45).
| RIRHX | WASAX | RIRHX / WASAX | |
| Total Expense Ratio | 0.42 | 1.06 | 40% |
| Annual Report Gross Expense Ratio | 0.42 | 1.06 | 40% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | 9.885 | 7.486 | 132% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113B | 1.79B | 6,302% |
| Annual Yield % from dividends | 3.21 | 1.45 | 222% |
| Returns for 1 year | 13.32 | 5.05 | 264% |
| Returns for 3 years | 22.60 | 11.38 | 199% |
| Returns for 5 years | 43.77 | 20.45 | 214% |
| Returns for 10 years | N/A | -1.17 | - |