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RIRHX vs VGWLX
RIRHX vs VGWLX Comparison
Open Charts RIRHX vs VGWLX
American Funds Capital Income Bldr R5E
Price$79.80
Change+$0.30 (+0.38%)
VolumeN/A
Net Assets120.79B
Vanguard Global Wellington Investor
Price$29.23
Change+$0.21 (+0.72%)
VolumeN/A
Net Assets2.76B
RIRHX vs VGWLX Comparison Chart in %
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RIRHX vs. VGWLX commentary
Feb 05, 2026
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 VGWLX is a Buy.
FUNDAMENTALS
Fundamentals
RIRHX has more cash in the bank: 121B vs. VGWLX (2.76B). RIRHX (2.96) and VGWLX (2.93) have matching dividends . RIRHX was incepted earlier than VGWLX: RIRHX (10 years) vs VGWLX (8 years). VGWLX (0.43) and RIRHX (0.41) have similar cost to investors . VGWLX is a more actively managed with annual turnover of: 74.00 vs. RIRHX (50.00). RIRHX has a lower initial minimum investment than VGWLX: RIRHX (250) vs VGWLX (3000). RIRHX annual gain was more profitable for investors over the last year : 16.37 vs. VGWLX (14.38). RIRHX return over 5 years is better than : 44.03 vs. VGWLX (23.90).
| RIRHX | VGWLX | RIRHX / VGWLX | |
| Total Expense Ratio | 0.41 | 0.43 | 95% |
| Annual Report Gross Expense Ratio | 0.41 | 0.43 | 95% |
| Fund Existence | 10 years | 8 years | - |
| Gain YTD | 3.597 | 4.993 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 2.76B | 4,381% |
| Annual Yield % from dividends | 2.96 | 2.93 | 101% |
| Returns for 1 year | 16.37 | 14.38 | 114% |
| Returns for 3 years | 35.87 | 23.99 | 150% |
| Returns for 5 years | 44.03 | 23.90 | 184% |
| Returns for 10 years | 74.60 | N/A | - |
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