Interact to see
Advertisement
Advertisement
RIRBX vs VGWIX
RIRBX vs VGWIX Comparison
Open Charts RIRBX vs VGWIX
American Funds Capital Income Bldr R2
Price$78.49
Change+$0.31 (+0.40%)
VolumeN/A
Net Assets120.79B
Vanguard Global Wellesley Income I
Price$23.81
Change+$0.08 (+0.34%)
VolumeN/A
Net Assets694.93M
RIRBX vs VGWIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RIRBX vs. VGWIX commentary
Jan 15, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 121B vs. VGWIX (695M). VGWIX pays higher dividends than RIRBX: VGWIX (3.88) 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 : 17.02 vs. VGWIX (14.34). RIRBX return over 5 years is better than : 36.07 vs. VGWIX (20.41).
| 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 | 1.935 | 1.535 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 695M | 17,410% |
| Annual Yield % from dividends | 2.15 | 3.88 | 55% |
| Returns for 1 year | 17.02 | 14.34 | 119% |
| Returns for 3 years | 29.90 | 22.58 | 132% |
| Returns for 5 years | 36.07 | 20.41 | 177% |
| Returns for 10 years | 68.65 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers