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MFWCX vs RIREX
MFWCX vs RIREX Comparison
Open Charts MFWCX vs RIREX
MFS Global Total Return C
Price$17.95
Change-$0.17 (-0.94%)
VolumeN/A
Net Assets1.25B
American Funds Capital Income Bldr R4
Price$78.29
Change-$0.45 (-0.57%)
VolumeN/A
Net Assets118.99B
MFWCX vs RIREX Comparison Chart in %
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MFWCX vs. RIREX commentary
Sep 27, 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 MFWCX is a Hold and RIREX is a Hold.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 119B vs. MFWCX (1.25B). RIREX pays higher dividends than MFWCX: RIREX (2.90) vs MFWCX (1.48). MFWCX was incepted earlier than RIREX: MFWCX (32 years) vs RIREX (23 years). MFWCX (1.94) is less costly to investors than RIREX (0.62). MFWCX is a more actively managed with annual turnover of: 63.00 vs. RIREX (56.00). 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 : 10.32 vs. MFWCX (-0.00). RIREX return over 5 years is better than : 54.52 vs. MFWCX (4.18).
| MFWCX | RIREX | MFWCX / RIREX | |
| Total Expense Ratio | 1.84 | 0.62 | 297% |
| Annual Report Gross Expense Ratio | 1.94 | 0.62 | 313% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 11.664 | 15.646 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 119B | 1% |
| Annual Yield % from dividends | 1.48 | 2.90 | 51% |
| Returns for 1 year | -0.00 | 10.32 | -0% |
| Returns for 3 years | 24.48 | 47.41 | 52% |
| Returns for 5 years | 4.18 | 54.52 | 8% |
| Returns for 10 years | 23.58 | 69.03 | 34% |
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