Interact to see
Advertisement
Advertisement
RJRPX vs VWINX
RJRPX vs VWINX Comparison
Open Charts RJRPX vs VWINX
American Funds Retire Inc Port-Cnsrv R3
Price$12.78
Change-$0.07 (-0.54%)
VolumeN/A
Net Assets1.36B
Vanguard Wellesley® Income I
Price$26.41
Change-$0.14 (-0.53%)
VolumeN/A
Net Assets48.74B
RJRPX vs VWINX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RJRPX vs. VWINX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 48.7B vs. RJRPX (1.36B). VWINX pays higher dividends than RJRPX: VWINX (3.41) vs RJRPX (2.76). 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 : 10.98 vs. VWINX (4.32). RJRPX return over 5 years is better than : 22.07 vs. VWINX (3.41).
| 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 | 9.204 | 131% |
| 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 | 2.76 | 3.41 | 81% |
| Returns for 1 year | 10.98 | 4.32 | 254% |
| Returns for 3 years | 27.27 | 11.76 | 232% |
| Returns for 5 years | 22.07 | 3.41 | 646% |
| Returns for 10 years | 50.12 | 27.98 | 179% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement