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RTRPX vs VWINX
RTRPX vs VWINX Comparison
Open Charts RTRPX vs VWINX
American Funds Retire Inc Port-Cnsrv R6
Price$12.91
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
RTRPX vs VWINX Comparison Chart in %
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RTRPX 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 RTRPX is a Hold and VWINX is a Hold.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 48.7B vs. RTRPX (1.36B). VWINX (3.35) and RTRPX (3.33) have matching dividends . RTRPX was incepted earlier than VWINX: RTRPX (10 years) vs VWINX (55 years). RTRPX (0.30) is less costly to investors than VWINX (0.23). VWINX is a more actively managed with annual turnover of: 59.00 vs. RTRPX (12.00). RTRPX has a lower initial minimum investment than VWINX: RTRPX (250) vs VWINX (3000). RTRPX annual gain was more profitable for investors over the last year : 10.57 vs. VWINX (3.25). RTRPX return over 5 years is better than : 23.53 vs. VWINX (2.25).
| RTRPX | VWINX | RTRPX / VWINX | |
| Total Expense Ratio | 0.30 | 0.23 | 130% |
| Annual Report Gross Expense Ratio | 0.30 | 0.23 | 130% |
| Fund Existence | 10 years | 55 years | - |
| Gain YTD | 12.716 | 9.533 | 133% |
| 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 | 3.33 | 3.35 | 99% |
| Returns for 1 year | 10.57 | 3.25 | 325% |
| Returns for 3 years | 25.78 | 8.20 | 315% |
| Returns for 5 years | 23.53 | 2.25 | 1,046% |
| Returns for 10 years | 54.73 | 26.80 | 204% |
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