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RIRHX vs WASAX
RIRHX vs WASAX Comparison
Open Charts RIRHX vs WASAX
American Funds Capital Income Bldr R5E
Price$76.00
Change-$0.19 (-0.25%)
VolumeN/A
Net Assets115.31B
Macquarie Asset Strategy Fund Cl A
Price$23.29
Change-$0.05 (-0.21%)
VolumeN/A
Net Assets1.8B
RIRHX vs WASAX Comparison Chart in %
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RIRHX vs. WASAX commentary
Aug 02, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RIRHX has more cash in the bank: 115B vs. WASAX (1.8B). RIRHX pays higher dividends than WASAX: RIRHX (3.16) vs WASAX (1.21). 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). WASAX is a more actively managed with annual turnover of: 67.00 vs. RIRHX (56.00). 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 : 11.12 vs. WASAX (5.39). RIRHX return over 5 years is better than : 48.79 vs. WASAX (19.11).
| 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 | 12.205 | 10.194 | 120% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115B | 1.8B | 6,375% |
| Annual Yield % from dividends | 3.16 | 1.21 | 262% |
| Returns for 1 year | 11.12 | 5.39 | 206% |
| Returns for 3 years | 30.02 | 17.10 | 176% |
| Returns for 5 years | 48.79 | 19.11 | 255% |
| Returns for 10 years | N/A | 3.92 | - |
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