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MFWCX vs RIREX
MFWCX vs RIREX Comparison
Open Charts MFWCX vs RIREX
MFS Global Total Return C
Price$16.30
Change-$0.26 (-1.57%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R4
Price$71.13
Change-$1.59 (-2.19%)
VolumeN/A
CapitalizationN/A
MFWCX vs RIREX Comparison Chart
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MFWCX vs. RIREX commentary
Dec 19, 2024
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 MFWCX is a Sell and RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 108B vs. MFWCX (1.26B). RIREX pays higher dividends than MFWCX: RIREX (3.26) vs MFWCX (1.15). MFWCX was incepted earlier than RIREX: MFWCX (31 years) vs RIREX (23 years). RIREX is a more actively managed with annual turnover of: 106.00 vs. MFWCX (69.00). RIREX has a lower initial minimum investment than MFWCX: RIREX (250) vs MFWCX (1000). RIREX annual gain was more profitable for investors over the last year : 10.38 vs. MFWCX (-0.05). RIREX return over 5 years is better than : 25.03 vs. MFWCX (-6.97).
| MFWCX | RIREX | MFWCX / RIREX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | -1.689 | 9.532 | -18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 108B | 1% |
| Annual Yield % from dividends | 1.15 | 3.26 | 35% |
| Returns for 1 year | -0.05 | 10.38 | -0% |
| Returns for 3 years | -7.65 | 10.76 | -71% |
| Returns for 5 years | -6.97 | 25.03 | -28% |
| Returns for 10 years | 5.60 | 34.89 | 16% |
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