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RIREX vs VGWAX
RIREX vs VGWAX Comparison
Open Charts RIREX vs VGWAX
American Funds Capital Income Bldr R4
Price$78.73
Change+$0.44 (+0.56%)
VolumeN/A
Net Assets118.3B
Vanguard Global Wellington Admiral
Price$34.04
Change-$0.14 (-0.41%)
VolumeN/A
Net Assets2.6B
RIREX vs VGWAX Comparison Chart in %
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RIREX vs. VGWAX commentary
Sep 27, 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 Hold and VGWAX is a Hold.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 118B vs. VGWAX (2.6B). VGWAX (2.98) and RIREX (2.90) 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 : 9.59 vs. VGWAX (0.83). RIREX return over 5 years is better than : 54.52 vs. VGWAX (30.17).
| 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 | 15.646 | 9.221 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 2.6B | 4,538% |
| Annual Yield % from dividends | 2.90 | 2.98 | 97% |
| Returns for 1 year | 9.59 | 0.83 | 1,158% |
| Returns for 3 years | 48.12 | 29.97 | 161% |
| Returns for 5 years | 54.52 | 30.17 | 181% |
| Returns for 10 years | 69.16 | N/A | - |
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