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RIRBX vs VGWLX
RIRBX vs VGWLX Comparison
Open Charts RIRBX vs VGWLX
American Funds Capital Income Bldr R2
Price$77.09
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
Vanguard Global Wellington Investor
Price$27.05
Change+$0.03 (+0.11%)
VolumeN/A
Net Assets2.52B
RIRBX vs VGWLX Comparison Chart in %
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RIRBX vs. VGWLX commentary
Jul 07, 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 VGWLX is a Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 116B vs. VGWLX (2.52B). VGWLX pays higher dividends than RIRBX: VGWLX (2.92) vs RIRBX (2.28). RIRBX was incepted earlier than VGWLX: RIRBX (23 years) vs VGWLX (8 years). RIRBX (1.36) is less costly to investors than VGWLX (0.48). VGWLX is a more actively managed with annual turnover of: 74.00 vs. RIRBX (56.00). RIRBX has a lower initial minimum investment than VGWLX: RIRBX (250) vs VGWLX (3000). RIRBX annual gain was more profitable for investors over the last year : 14.86 vs. VGWLX (4.57). RIRBX return over 5 years is better than : 45.96 vs. VGWLX (31.66).
| RIRBX | VGWLX | RIRBX / VGWLX | |
| Total Expense Ratio | 1.36 | 0.48 | 283% |
| Annual Report Gross Expense Ratio | 1.36 | 0.48 | 283% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 12.649 | 8.080 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 2.52B | 4,607% |
| Annual Yield % from dividends | 2.28 | 2.92 | 78% |
| Returns for 1 year | 14.86 | 4.57 | 325% |
| Returns for 3 years | 30.66 | 18.89 | 162% |
| Returns for 5 years | 45.96 | 31.66 | 145% |
| Returns for 10 years | 47.88 | N/A | - |
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