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RIRHX vs WASAX
RIRHX vs WASAX Comparison
Open Charts RIRHX vs WASAX
American Funds Capital Income Bldr R5E
Price$72.34
Change-$0.26 (-0.36%)
VolumeN/A
Net Assets110.16B
Macquarie Asset Strategy Fund Cl A
Price$22.11
Change-$0.25 (-1.12%)
VolumeN/A
Net Assets1.79B
RIRHX vs WASAX Comparison Chart
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RIRHX vs. WASAX commentary
Feb 23, 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 StrongBuy and WASAX is a Hold.
FUNDAMENTALS
Fundamentals
RIRHX has more cash in the bank: 110B 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 (25 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). RIRHX annual gain was more profitable for investors over the last year : 12.32 vs. WASAX (6.13). RIRHX return over 5 years is better than : 28.58 vs. WASAX (9.02).
| RIRHX | WASAX | RIRHX / WASAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 5.115 | 3.852 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 1.79B | 6,159% |
| Annual Yield % from dividends | 3.45 | 2.86 | 121% |
| Returns for 1 year | 12.32 | 6.13 | 201% |
| Returns for 3 years | 14.27 | 1.18 | 1,208% |
| Returns for 5 years | 28.58 | 9.02 | 317% |
| Returns for 10 years | N/A | -6.03 | - |
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