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RIRHX vs VGWAX
RIRHX vs VGWAX Comparison
Open Charts RIRHX vs VGWAX
American Funds Capital Income Bldr R5E
Price$77.88
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets117.69B
Vanguard Global Wellington Admiral
Price$34.18
Change+$0.07 (+0.21%)
VolumeN/A
Net Assets2.53B
RIRHX vs VGWAX Comparison Chart in %
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RIRHX vs. VGWAX commentary
Aug 17, 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 RIRHX is a Buy and VGWAX is a Buy.
FUNDAMENTALS
Fundamentals
RIRHX has more cash in the bank: 118B vs. VGWAX (2.54B). RIRHX (3.16) and VGWAX (3.06) have matching dividends . RIRHX was incepted earlier than VGWAX: RIRHX (10 years) vs VGWAX (8 years). RIRHX (0.42) is less costly to investors than VGWAX (0.35). VGWAX is a more actively managed with annual turnover of: 74.00 vs. RIRHX (56.00). RIRHX has a lower initial minimum investment than VGWAX: RIRHX (250) vs VGWAX (50000). RIRHX annual gain was more profitable for investors over the last year : 12.75 vs. VGWAX (3.26). RIRHX return over 5 years is better than : 49.29 vs. VGWAX (26.77).
| RIRHX | VGWAX | RIRHX / VGWAX | |
| Total Expense Ratio | 0.42 | 0.35 | 120% |
| Annual Report Gross Expense Ratio | 0.42 | 0.35 | 120% |
| Fund Existence | 10 years | 8 years | - |
| Gain YTD | 14.694 | 9.263 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 2.54B | 4,655% |
| Annual Yield % from dividends | 3.16 | 3.06 | 104% |
| Returns for 1 year | 12.75 | 3.26 | 391% |
| Returns for 3 years | 30.33 | 14.97 | 203% |
| Returns for 5 years | 49.29 | 26.77 | 184% |
| Returns for 10 years | N/A | N/A | - |
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