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RTRPX vs VWIAX
RTRPX vs VWIAX Comparison
Open Charts RTRPX vs VWIAX
American Funds Retire Inc Port-Cnsrv R6
Price$12.80
Change-$0.07 (-0.54%)
VolumeN/A
Net Assets1.36B
Vanguard Wellesley® Income Admiral™
Price$63.99
Change-$0.33 (-0.51%)
VolumeN/A
Net Assets48.74B
RTRPX vs VWIAX Comparison Chart in %
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RTRPX vs. VWIAX 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 RTRPX is a Hold and VWIAX is a Buy.
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 48.7B vs. RTRPX (1.36B). VWIAX (3.47) and RTRPX (3.37) 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 : 11.78 vs. VWIAX (4.39). RTRPX return over 5 years is better than : 25.51 vs. VWIAX (3.64).
| 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 | 9.278 | 137% |
| 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 | 3.37 | 3.47 | 97% |
| Returns for 1 year | 11.78 | 4.39 | 268% |
| Returns for 3 years | 29.68 | 11.95 | 248% |
| Returns for 5 years | 25.51 | 3.64 | 701% |
| Returns for 10 years | 56.42 | 28.54 | 198% |
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