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RIRBX vs VGWIX
RIRBX vs VGWIX Comparison
Open Charts RIRBX vs VGWIX
American Funds Capital Income Bldr R2
Price$79.69
Change+$0.36 (+0.45%)
VolumeN/A
Net Assets120.79B
Vanguard Global Wellesley Income I
Price$24.01
Change+$1.00 (+4.35%)
VolumeN/A
Net Assets694.93M
RIRBX vs VGWIX Comparison Chart in %
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RIRBX vs. VGWIX commentary
Feb 05, 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 Buy 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 (3.81) vs RIRBX (2.09). RIRBX was incepted earlier than VGWIX: RIRBX (24 years) vs VGWIX (8 years). RIRBX (1.35) is less costly to investors than VGWIX (0.43). VGWIX is a more actively managed with annual turnover of: 102.00 vs. RIRBX (50.00). 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 : 15.28 vs. VGWIX (12.93). RIRBX return over 5 years is better than : 38.45 vs. VGWIX (22.11).
| RIRBX | VGWIX | RIRBX / VGWIX | |
| Total Expense Ratio | 1.35 | 0.43 | 314% |
| Annual Report Gross Expense Ratio | 1.35 | 0.43 | 314% |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | 3.494 | 2.388 | 146% |
| 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 | 2.09 | 3.81 | 55% |
| Returns for 1 year | 15.28 | 12.93 | 118% |
| Returns for 3 years | 32.13 | 23.43 | 137% |
| Returns for 5 years | 38.45 | 22.11 | 174% |
| Returns for 10 years | 66.67 | N/A | - |
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