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RTRPX vs VWINX
RTRPX vs VWINX Comparison
Open Charts RTRPX vs VWINX
American Funds Retire Inc Port-Cnsrv R6
Price$11.92
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
RTRPX vs VWINX Comparison Chart
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RTRPX 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 RTRPX is a Hold and VWINX is a Hold.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 49.7B vs. RTRPX (1.24B). VWINX (3.66) and RTRPX (3.63) have matching dividends . RTRPX was incepted earlier than VWINX: RTRPX (10 years) vs VWINX (55 years). RTRPX (0.30) is less costly to investors than VWINX (0.23). VWINX is a more actively managed with annual turnover of: 59.00 vs. RTRPX (12.00). RTRPX has a lower initial minimum investment than VWINX: RTRPX (250) vs VWINX (3000). RTRPX annual gain was more profitable for investors over the last year : 8.47 vs. VWINX (3.85). RTRPX return over 5 years is better than : 29.58 vs. VWINX (12.28).
| RTRPX | VWINX | RTRPX / VWINX | |
| Total Expense Ratio | 0.30 | 0.23 | 130% |
| Annual Report Gross Expense Ratio | 0.30 | 0.23 | 130% |
| Fund Existence | 10 years | 55 years | - |
| Gain YTD | 2.815 | 2.916 | 97% |
| 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 | 3.63 | 3.66 | 99% |
| Returns for 1 year | 8.47 | 3.85 | 220% |
| Returns for 3 years | 8.48 | -2.39 | -356% |
| Returns for 5 years | 29.58 | 12.28 | 241% |
| Returns for 10 years | N/A | 18.89 | - |
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