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RIRHX vs WASYX
RIRHX vs WASYX Comparison
Open Charts RIRHX vs WASYX
American Funds Capital Income Bldr R5E
Price$71.98
Change-$0.16 (-0.22%)
VolumeN/A
Net Assets109.36B
Macquarie Asset Strategy Fund Cl Y
Price$21.80
Change+$0.07 (+0.32%)
VolumeN/A
Net Assets1.72B
RIRHX vs WASYX Comparison Chart
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RIRHX vs. WASYX commentary
May 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 WASYX is a Buy.
FUNDAMENTALS
Fundamentals
RIRHX has more cash in the bank: 109B vs. WASYX (1.72B). RIRHX pays higher dividends than WASYX: RIRHX (3.32) vs WASYX (1.50). RIRHX was incepted earlier than WASYX: RIRHX (9 years) vs WASYX (29 years). WASYX (1.06) is less costly to investors than RIRHX (0.42). RIRHX (56.00) and WASYX (54.00) have comparable annual turnover. WASYX has a lower initial minimum investment than RIRHX: WASYX (0) vs RIRHX (250). RIRHX annual gain was more profitable for investors over the last year : 12.69 vs. WASYX (4.51). RIRHX return over 5 years is better than : 49.23 vs. WASYX (27.76).
| RIRHX | WASYX | RIRHX / WASYX | |
| Total Expense Ratio | 0.42 | 1.06 | 40% |
| Annual Report Gross Expense Ratio | 0.42 | 1.06 | 40% |
| Fund Existence | 9 years | 29 years | - |
| Gain YTD | 5.306 | 2.150 | 247% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 1.72B | 6,352% |
| Annual Yield % from dividends | 3.32 | 1.50 | 222% |
| Returns for 1 year | 12.69 | 4.51 | 281% |
| Returns for 3 years | 19.81 | 6.76 | 293% |
| Returns for 5 years | 49.23 | 27.76 | 177% |
| Returns for 10 years | N/A | -6.80 | - |
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