Interact to see
Advertisement
Advertisement
RTRPX vs VWIAX
RTRPX vs VWIAX Comparison
Open Charts RTRPX vs VWIAX
American Funds Retire Inc Port-Cnsrv R6
Price$12.91
Change+$0.04 (+0.31%)
VolumeN/A
Net Assets1.36B
Vanguard Wellesley® Income Admiral™
Price$64.87
Change+$0.36 (+0.56%)
VolumeN/A
Net Assets48.74B
RTRPX vs VWIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RTRPX vs. VWIAX 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 RTRPX is a Hold and VWIAX is a Hold.
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 48.7B vs. RTRPX (1.36B). VWIAX (3.41) and RTRPX (3.33) have matching dividends . RTRPX was incepted earlier than VWIAX: RTRPX (10 years) vs VWIAX (25 years). RTRPX (0.30) is less costly to investors than VWIAX (0.16). VWIAX is a more actively managed with annual turnover of: 59.00 vs. RTRPX (12.00). RTRPX has a lower initial minimum investment than VWIAX: RTRPX (250) vs VWIAX (50000). RTRPX annual gain was more profitable for investors over the last year : 10.57 vs. VWIAX (3.28). RTRPX return over 5 years is better than : 23.53 vs. VWIAX (2.47).
| RTRPX | VWIAX | RTRPX / VWIAX | |
| Total Expense Ratio | 0.30 | 0.16 | 188% |
| Annual Report Gross Expense Ratio | 0.30 | 0.16 | 188% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | 12.716 | 9.600 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.36B | 48.7B | 3% |
| Annual Yield % from dividends | 3.33 | 3.41 | 97% |
| Returns for 1 year | 10.57 | 3.28 | 323% |
| Returns for 3 years | 25.78 | 8.33 | 309% |
| Returns for 5 years | 23.53 | 2.47 | 953% |
| Returns for 10 years | 54.73 | 27.32 | 200% |
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 % |
| CVNY | 36.65 | 0.70 | +1.93% |
| YieldMax CVNA Option Income Strategy ETF | |||
| GSPY | 37.39 | 0.04 | +0.12% |
| Gotham Enhanced 500 ETF | |||
| SUB | 106.48 | 0.09 | +0.08% |
| iShares Short-Term National Muni Bd ETF | |||
| MART | 38.24 | -0.01 | -0.04% |
| AllianzIM U.S. Large Cp Buffer10 Mar ETF | |||
| NUSB | 25.25 | -0.08 | -0.32% |
| Nuveen Ultra Short Income ETF | |||