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RIRBX vs VGWIX
RIRBX vs VGWIX Comparison
Open Charts RIRBX vs VGWIX
American Funds Capital Income Bldr R2
Price$77.25
Change+$0.13 (+0.17%)
VolumeN/A
Net Assets120.93B
Vanguard Global Wellesley Income I
Price$23.50
Change+$0.05 (+0.21%)
VolumeN/A
Net Assets682.92M
RIRBX vs VGWIX Comparison Chart in %
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RIRBX vs. VGWIX commentary
Dec 26, 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 RIRBX is a Hold and VGWIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 121B vs. VGWIX (683M). VGWIX pays higher dividends than RIRBX: VGWIX (3.65) vs RIRBX (2.15). RIRBX was incepted earlier than VGWIX: RIRBX (24 years) vs VGWIX (8 years). RIRBX (1.36) is less costly to investors than VGWIX (0.44). VGWIX is a more actively managed with annual turnover of: 102.00 vs. RIRBX (56.00). RIRBX has a lower initial minimum investment than VGWIX: RIRBX (250) vs VGWIX (3000). RIRBX annual gain was more profitable for investors over the last year : 12.54 vs. VGWIX (11.01). RIRBX return over 5 years is better than : 36.25 vs. VGWIX (19.22).
| RIRBX | VGWIX | RIRBX / VGWIX | |
| Total Expense Ratio | 1.36 | 0.44 | 309% |
| Annual Report Gross Expense Ratio | 1.36 | 0.44 | 309% |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | 13.325 | 11.113 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 683M | 17,716% |
| Annual Yield % from dividends | 2.15 | 3.65 | 59% |
| Returns for 1 year | 12.54 | 11.01 | 114% |
| Returns for 3 years | 30.49 | 23.70 | 129% |
| Returns for 5 years | 36.25 | 19.22 | 189% |
| Returns for 10 years | 54.57 | N/A | - |
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