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RTRPX vs VWIAX
RTRPX vs VWIAX Comparison
Open Charts RTRPX vs VWIAX
American Funds Retire Inc Port-Cnsrv R6
Price$12.02
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets1.24B
Vanguard Wellesley® Income Admiral™
Price$61.35
Change+$0.16 (+0.26%)
VolumeN/A
Net Assets49.71B
RTRPX vs VWIAX Comparison Chart
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RTRPX vs. VWIAX commentary
Apr 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 RTRPX is a Hold and VWIAX is a Buy.
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 49.7B vs. RTRPX (1.24B). VWIAX (3.73) and RTRPX (3.63) have matching dividends . RTRPX was incepted earlier than VWIAX: RTRPX (10 years) vs VWIAX (24 years). RTRPX (0.30) is less costly to investors than VWIAX (0.16). VWIAX is a more actively managed with annual turnover of: 59.00 vs. RTRPX (12.00). RTRPX has a lower initial minimum investment than VWIAX: RTRPX (250) vs VWIAX (50000). RTRPX annual gain was more profitable for investors over the last year : 9.38 vs. VWIAX (3.63). RTRPX return over 5 years is better than : 30.67 vs. VWIAX (12.22).
| RTRPX | VWIAX | RTRPX / VWIAX | |
| Total Expense Ratio | 0.30 | 0.16 | 188% |
| Annual Report Gross Expense Ratio | 0.30 | 0.16 | 188% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 3.677 | 2.667 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 49.7B | 2% |
| Annual Yield % from dividends | 3.63 | 3.73 | 97% |
| Returns for 1 year | 9.38 | 3.63 | 259% |
| Returns for 3 years | 9.39 | -2.58 | -363% |
| Returns for 5 years | 30.67 | 12.22 | 251% |
| Returns for 10 years | N/A | 19.31 | - |
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