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RIRFX vs WASAX
RIRFX vs WASAX Comparison
Open Charts RIRFX vs WASAX
American Funds Capital Income Bldr R5
Price$77.72
Change-$0.03 (-0.04%)
VolumeN/A
Net Assets117.32B
Macquarie Asset Strategy Fund Cl A
Price$23.51
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.82B
RIRFX vs WASAX Comparison Chart in %
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RIRFX vs. WASAX commentary
Jul 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 RIRFX is a Buy and WASAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 117B vs. WASAX (1.82B). RIRFX pays higher dividends than WASAX: RIRFX (3.25) vs WASAX (1.21). 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 : 15.30 vs. WASAX (8.62). RIRFX return over 5 years is better than : 58.32 vs. WASAX (21.08).
| 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 | 14.263 | 11.234 | 127% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 1.82B | 6,414% |
| Annual Yield % from dividends | 3.25 | 1.21 | 269% |
| Returns for 1 year | 15.30 | 8.62 | 178% |
| Returns for 3 years | 37.50 | 22.27 | 168% |
| Returns for 5 years | 58.32 | 21.08 | 277% |
| Returns for 10 years | 69.22 | 5.36 | 1,290% |
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