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RJRPX vs VWINX
RJRPX vs VWINX Comparison
Open Charts RJRPX vs VWINX
American Funds Retire Inc Port-Cnsrv R3
Price$12.89
Change+$0.04 (+0.31%)
VolumeN/A
Net Assets1.36B
Vanguard Wellesley® Income I
Price$26.78
Change+$0.15 (+0.56%)
VolumeN/A
Net Assets48.74B
RJRPX vs VWINX Comparison Chart in %
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RJRPX vs. VWINX commentary
Dec 04, 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 RJRPX is a Hold and VWINX is a Hold.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 48.7B vs. RJRPX (1.36B). VWINX pays higher dividends than RJRPX: VWINX (3.35) vs RJRPX (2.72). RJRPX was incepted earlier than VWINX: RJRPX (10 years) vs VWINX (55 years). RJRPX (0.95) is less costly to investors than VWINX (0.23). VWINX is a more actively managed with annual turnover of: 59.00 vs. RJRPX (12.00). RJRPX has a lower initial minimum investment than VWINX: RJRPX (250) vs VWINX (3000). RJRPX annual gain was more profitable for investors over the last year : 9.87 vs. VWINX (3.25). RJRPX return over 5 years is better than : 20.14 vs. VWINX (2.25).
| RJRPX | VWINX | RJRPX / VWINX | |
| Total Expense Ratio | 0.95 | 0.23 | 413% |
| Annual Report Gross Expense Ratio | 0.95 | 0.23 | 413% |
| Fund Existence | 10 years | 55 years | - |
| Gain YTD | 12.029 | 9.533 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.36B | 48.7B | 3% |
| Annual Yield % from dividends | 2.72 | 3.35 | 81% |
| Returns for 1 year | 9.87 | 3.25 | 304% |
| Returns for 3 years | 23.56 | 8.20 | 287% |
| Returns for 5 years | 20.14 | 2.25 | 895% |
| Returns for 10 years | 48.50 | 26.80 | 181% |
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