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RJRPX vs VWINX
RJRPX vs VWINX Comparison
Open Charts RJRPX vs VWINX
American Funds Retire Inc Port-Cnsrv R3
Price$11.91
Change-$0.10 (-0.83%)
VolumeN/A
Net Assets1.24B
Vanguard Wellesley® Income I
Price$25.03
Change-$0.30 (-1.18%)
VolumeN/A
Net Assets49.71B
RJRPX vs VWINX Comparison Chart
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RJRPX vs. VWINX commentary
Apr 04, 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 RJRPX is a Hold and VWINX is a Hold.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 49.7B vs. RJRPX (1.24B). VWINX pays higher dividends than RJRPX: VWINX (3.66) vs RJRPX (3.00). RJRPX was incepted earlier than VWINX: RJRPX (10 years) vs VWINX (55 years). RJRPX (0.95) is less costly to investors than VWINX (0.23). VWINX is a more actively managed with annual turnover of: 59.00 vs. RJRPX (12.00). RJRPX has a lower initial minimum investment than VWINX: RJRPX (250) vs VWINX (3000). RJRPX annual gain was more profitable for investors over the last year : 7.69 vs. VWINX (3.85). RJRPX return over 5 years is better than : 26.21 vs. VWINX (12.28).
| RJRPX | VWINX | RJRPX / VWINX | |
| Total Expense Ratio | 0.95 | 0.23 | 413% |
| Annual Report Gross Expense Ratio | 0.95 | 0.23 | 413% |
| Fund Existence | 10 years | 55 years | - |
| Gain YTD | 2.587 | 2.916 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 49.7B | 2% |
| Annual Yield % from dividends | 3.00 | 3.66 | 82% |
| Returns for 1 year | 7.69 | 3.85 | 200% |
| Returns for 3 years | 6.59 | -2.39 | -276% |
| Returns for 5 years | 26.21 | 12.28 | 213% |
| Returns for 10 years | N/A | 18.89 | - |
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