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RIRHX vs WASAX
RIRHX vs WASAX Comparison
Open Charts RIRHX vs WASAX
American Funds Capital Income Bldr R5E
Price$69.81
Change+$0.34 (+0.49%)
VolumeN/A
Net Assets106.93B
Macquarie Asset Strategy Fund Cl A
Price$21.67
Change+$0.10 (+0.46%)
VolumeN/A
Net Assets1.77B
RIRHX vs WASAX Comparison Chart
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RIRHX vs. WASAX commentary
Jan 19, 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 Hold and WASAX is a Hold.
FUNDAMENTALS
Fundamentals
RIRHX has more cash in the bank: 107B vs. WASAX (1.77B). 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 : 10.92 vs. WASAX (9.98). RIRHX return over 5 years is better than : 23.42 vs. WASAX (6.99).
| 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 | 1.439 | 1.785 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 1.77B | 6,042% |
| Annual Yield % from dividends | 3.45 | 2.86 | 121% |
| Returns for 1 year | 10.92 | 9.98 | 109% |
| Returns for 3 years | 7.86 | -4.15 | -189% |
| Returns for 5 years | 23.42 | 6.99 | 335% |
| Returns for 10 years | N/A | -3.36 | - |