Interact to see
Advertisement
Advertisement
RIRHX vs VGWLX
RIRHX vs VGWLX Comparison
Open Charts RIRHX vs VGWLX
American Funds Capital Income Bldr R5E
Price$78.56
Change+$0.13 (+0.17%)
VolumeN/A
Net Assets118.23B
Vanguard Global Wellington Investor
Price$27.48
Change+$0.07 (+0.26%)
VolumeN/A
Net Assets2.6B
RIRHX vs VGWLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RIRHX vs. VGWLX commentary
Sep 09, 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 Hold.
FUNDAMENTALS
Fundamentals
RIRHX has more cash in the bank: 118B vs. VGWLX (2.6B). RIRHX pays higher dividends than VGWLX: RIRHX (3.08) vs VGWLX (2.86). 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 : 13.40 vs. VGWLX (2.70). RIRHX return over 5 years is better than : 50.69 vs. VGWLX (27.30).
| 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 | 15.695 | 9.798 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 2.6B | 4,538% |
| Annual Yield % from dividends | 3.08 | 2.86 | 108% |
| Returns for 1 year | 13.40 | 2.70 | 496% |
| Returns for 3 years | 36.02 | 19.95 | 181% |
| Returns for 5 years | 50.69 | 27.30 | 186% |
| 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 | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| WLDR | 35.83 | 0.17 | +0.49% |
| Affinity World Leaders Equity ETF | |||
| BAUG | 48.13 | 0.11 | +0.23% |
| Innovator U.S. Equity Buffer ETF Aug | |||
| FLGB | 31.99 | 0.06 | +0.19% |
| Franklin FTSE United Kingdom ETF | |||
| IWD | 201.51 | -0.08 | -0.04% |
| iShares Russell 1000 Value ETF | |||
| WEEI | 20.85 | -0.04 | -0.19% |
| Westwood Salient Enhanced Engy Inc ETF | |||