Interact to see
Advertisement
Advertisement
RIRHX vs VGWLX
RIRHX vs VGWLX Comparison
Open Charts RIRHX vs VGWLX
American Funds Capital Income Bldr R5E
Price$75.02
Change-$0.54 (-0.71%)
VolumeN/A
Net Assets113.85B
Vanguard Global Wellington Investor
Price$26.77
Change-$0.19 (-0.70%)
VolumeN/A
Net Assets2.52B
RIRHX vs VGWLX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RIRHX vs. VGWLX commentary
Jun 15, 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 VGWLX is a Buy.
FUNDAMENTALS
Fundamentals
RIRHX has more cash in the bank: 114B vs. VGWLX (2.52B). RIRHX pays higher dividends than VGWLX: RIRHX (3.21) vs VGWLX (2.94). RIRHX was incepted earlier than VGWLX: RIRHX (10 years) vs VGWLX (8 years). VGWLX (0.48) is less costly to investors than RIRHX (0.42). VGWLX is a more actively managed with annual turnover of: 74.00 vs. RIRHX (56.00). 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 : 14.10 vs. VGWLX (3.34). RIRHX return over 5 years is better than : 49.40 vs. VGWLX (30.44).
| RIRHX | VGWLX | RIRHX / VGWLX | |
| Total Expense Ratio | 0.42 | 0.48 | 88% |
| Annual Report Gross Expense Ratio | 0.42 | 0.48 | 88% |
| Fund Existence | 10 years | 8 years | - |
| Gain YTD | 10.482 | 6.643 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 2.52B | 4,527% |
| Annual Yield % from dividends | 3.21 | 2.94 | 109% |
| Returns for 1 year | 14.10 | 3.34 | 422% |
| Returns for 3 years | 32.99 | 19.10 | 173% |
| Returns for 5 years | 49.40 | 30.44 | 162% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| GAGEX | 23.43 | 0.42 | +1.83% |
| Guinness Atkinson Global Energy | |||
| DEMCX | 22.33 | -0.27 | -1.19% |
| Macquarie Emerging Markets C | |||
| HHDFX | 35.38 | -0.43 | -1.20% |
| Hamlin High Dividend Equity Instl | |||
| NMIEX | 12.82 | -0.16 | -1.23% |
| Northern Active M International Equity | |||
| ISCTX | 17.40 | -0.35 | -1.97% |
| Voya SmallCap Opportunities Port S2 | |||