Interact to see
Advertisement
Advertisement
RIRFX vs WASAX
RIRFX vs WASAX Comparison
Open Charts RIRFX vs WASAX
American Funds Capital Income Bldr R5
Price$78.76
Change+$0.44 (+0.56%)
VolumeN/A
Net Assets118.94B
Macquarie Asset Strategy Fund Cl A
Price$23.96
Change+$0.09 (+0.38%)
VolumeN/A
Net Assets1.82B
RIRFX vs WASAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RIRFX vs. WASAX commentary
Sep 28, 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 RIRFX is a Buy and WASAX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 119B vs. WASAX (1.83B). RIRFX pays higher dividends than WASAX: RIRFX (3.17) vs WASAX (1.19). RIRFX was incepted earlier than WASAX: RIRFX (23 years) vs WASAX (25 years). WASAX (1.06) is less costly to investors than RIRFX (0.31). WASAX is a more actively managed with annual turnover of: 67.00 vs. RIRFX (56.00). RIRFX has a lower initial minimum investment than WASAX: RIRFX (250) vs WASAX (1000). RIRFX annual gain was more profitable for investors over the last year : 10.55 vs. WASAX (5.30). RIRFX return over 5 years is better than : 63.01 vs. WASAX (21.84).
| RIRFX | WASAX | RIRFX / WASAX | |
| Total Expense Ratio | 0.31 | 1.06 | 29% |
| Annual Report Gross Expense Ratio | 0.31 | 1.06 | 29% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | 16.549 | 13.701 | 121% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 1.83B | 6,521% |
| Annual Yield % from dividends | 3.17 | 1.19 | 266% |
| Returns for 1 year | 10.55 | 5.30 | 199% |
| Returns for 3 years | 51.93 | 33.27 | 156% |
| Returns for 5 years | 63.01 | 21.84 | 288% |
| Returns for 10 years | 88.12 | 21.06 | 418% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement