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RIRBX vs VGWIX
RIRBX vs VGWIX Comparison
Open Charts RIRBX vs VGWIX
American Funds Capital Income Bldr R2
Price$79.75
Change+$0.42 (+0.53%)
VolumeN/A
Net Assets119.59B
Vanguard Global Wellesley Income I
Price$23.21
Change+$0.08 (+0.35%)
VolumeN/A
Net Assets648.97M
RIRBX vs VGWIX Comparison Chart in %
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RIRBX vs. VGWIX commentary
Oct 21, 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 Buy and VGWIX is a Hold.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 120B vs. VGWIX (649M). VGWIX pays higher dividends than RIRBX: VGWIX (3.74) vs RIRBX (2.20). RIRBX was incepted earlier than VGWIX: RIRBX (23 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: 106.00 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 : 9.93 vs. VGWIX (6.45). RIRBX return over 5 years is better than : 47.88 vs. VGWIX (22.56).
| RIRBX | VGWIX | RIRBX / VGWIX | |
| Total Expense Ratio | 1.36 | 0.44 | 309% |
| Annual Report Gross Expense Ratio | 1.36 | 0.44 | 309% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 16.377 | 9.364 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 649M | 18,490% |
| Annual Yield % from dividends | 2.20 | 3.74 | 59% |
| Returns for 1 year | 9.93 | 6.45 | 154% |
| Returns for 3 years | 44.51 | 30.33 | 147% |
| Returns for 5 years | 47.88 | 22.56 | 212% |
| Returns for 10 years | 54.82 | N/A | - |
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