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RIRHX vs VGWLX
RIRHX vs VGWLX Comparison
Open Charts RIRHX vs VGWLX
American Funds Capital Income Bldr R5E
Price$77.04
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets120.93B
Vanguard Global Wellington Investor
Price$27.74
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets2.72B
RIRHX vs VGWLX Comparison Chart in %
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RIRHX vs. VGWLX commentary
Dec 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 RIRHX is a Hold and VGWLX is a Hold.
FUNDAMENTALS
Fundamentals
RIRHX has more cash in the bank: 121B vs. VGWLX (2.73B). RIRHX pays higher dividends than VGWLX: RIRHX (3.00) vs VGWLX (2.84). 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 : 13.21 vs. VGWLX (10.71). RIRHX return over 5 years is better than : 41.51 vs. VGWLX (21.06).
| 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 | 14.169 | 11.235 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 2.73B | 4,440% |
| Annual Yield % from dividends | 3.00 | 2.84 | 106% |
| Returns for 1 year | 13.21 | 10.71 | 123% |
| Returns for 3 years | 33.87 | 22.04 | 154% |
| Returns for 5 years | 41.51 | 21.06 | 197% |
| Returns for 10 years | 60.84 | N/A | - |
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