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RIRHX vs WASAX
RIRHX vs WASAX Comparison
Open Charts RIRHX vs WASAX
American Funds Capital Income Bldr R5E
Price$72.14
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets109.37B
Macquarie Asset Strategy Fund Cl A
Price$21.54
Change+$0.09 (+0.42%)
VolumeN/A
Net Assets1.72B
RIRHX vs WASAX Comparison Chart
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RIRHX vs. WASAX commentary
Apr 03, 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: 109B vs. WASAX (1.72B). 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 : 9.92 vs. WASAX (0.80). RIRHX return over 5 years is better than : 56.03 vs. WASAX (37.69).
| 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 | 5.364 | 1.033 | 519% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 1.72B | 6,323% |
| Annual Yield % from dividends | 3.33 | 1.52 | 219% |
| Returns for 1 year | 9.92 | 0.80 | 1,243% |
| Returns for 3 years | 14.05 | -1.83 | -768% |
| Returns for 5 years | 56.03 | 37.69 | 149% |
| Returns for 10 years | N/A | -7.17 | - |
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