Ad is loading...
Ad is loading...
RIRHX vs WASCX
RIRHX vs WASCX Comparison
Open Charts RIRHX vs WASCX
American Funds Capital Income Bldr R5E
Price$72.58
Change+$0.28 (+0.39%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Asset Strategy Fund Cl C
Price$20.60
Change+$0.06 (+0.29%)
VolumeN/A
CapitalizationN/A
RIRHX vs WASCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RIRHX vs. WASCX commentary
Nov 23, 2024
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 WASCX is a Buy.
FUNDAMENTALS
Fundamentals
RIRHX has more cash in the bank: 108B vs. WASCX (1.8B). RIRHX pays higher dividends than WASCX: RIRHX (3.45) vs WASCX (2.53). RIRHX was incepted earlier than WASCX: RIRHX (9 years) vs WASCX (30 years). RIRHX is a more actively managed with annual turnover of: 106.00 vs. WASCX (74.00). RIRHX has a lower initial minimum investment than WASCX: RIRHX (250) vs WASCX (1000). WASCX annual gain was more profitable for investors over the last year : 19.49 vs. RIRHX (18.42). RIRHX return over 5 years is better than : 29.72 vs. WASCX (7.19).
| RIRHX | WASCX | RIRHX / WASCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 30 years | - |
| Gain YTD | 12.107 | 14.400 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | 1.8B | 5,993% |
| Annual Yield % from dividends | 3.45 | 2.53 | 137% |
| Returns for 1 year | 18.42 | 19.49 | 95% |
| Returns for 3 years | 13.96 | -13.31 | -105% |
| Returns for 5 years | 29.72 | 7.19 | 413% |
| Returns for 10 years | N/A | -26.63 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...