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RIREX vs VGWAX
RIREX vs VGWAX Comparison
Open Charts RIREX vs VGWAX
American Funds Capital Income Bldr R4
Price$76.99
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
Vanguard Global Wellington Admiral
Price$33.81
Change+$0.04 (+0.12%)
VolumeN/A
Net Assets2.52B
RIREX vs VGWAX Comparison Chart in %
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RIREX vs. VGWAX 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 RIREX is a Buy and VGWAX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 116B vs. VGWAX (2.52B). VGWAX (3.04) and RIREX (2.97) have matching dividends . RIREX was incepted earlier than VGWAX: RIREX (23 years) vs VGWAX (8 years). RIREX (0.62) is less costly to investors than VGWAX (0.35). VGWAX is a more actively managed with annual turnover of: 74.00 vs. RIREX (56.00). RIREX has a lower initial minimum investment than VGWAX: RIREX (250) vs VGWAX (50000). RIREX annual gain was more profitable for investors over the last year : 15.71 vs. VGWAX (4.61). RIREX return over 5 years is better than : 50.20 vs. VGWAX (31.81).
| RIREX | VGWAX | RIREX / VGWAX | |
| Total Expense Ratio | 0.62 | 0.35 | 177% |
| Annual Report Gross Expense Ratio | 0.62 | 0.35 | 177% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 13.071 | 8.081 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 2.52B | 4,607% |
| Annual Yield % from dividends | 2.97 | 3.04 | 98% |
| Returns for 1 year | 15.71 | 4.61 | 341% |
| Returns for 3 years | 33.22 | 19.01 | 175% |
| Returns for 5 years | 50.20 | 31.81 | 158% |
| Returns for 10 years | 52.98 | N/A | - |
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