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MFWCX vs RIREX
MFWCX vs RIREX Comparison
Open Charts MFWCX vs RIREX
MFS Global Total Return C
Price$17.93
Change-$0.08 (-0.44%)
VolumeN/A
Net Assets1.23B
American Funds Capital Income Bldr R4
Price$78.98
Change-$0.18 (-0.23%)
VolumeN/A
Net Assets119.1B
MFWCX vs RIREX Comparison Chart in %
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MFWCX vs. RIREX commentary
Nov 20, 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 (1.24B). RIREX pays higher dividends than MFWCX: RIREX (2.89) vs MFWCX (1.65). MFWCX was incepted earlier than RIREX: MFWCX (32 years) vs RIREX (24 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 : 13.02 vs. MFWCX (2.07). RIREX return over 5 years is better than : 46.33 vs. MFWCX (-3.06).
| 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 | 24 years | - |
| Gain YTD | 11.345 | 16.665 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 119B | 1% |
| Annual Yield % from dividends | 1.65 | 2.89 | 57% |
| Returns for 1 year | 2.07 | 13.02 | 16% |
| Returns for 3 years | 13.66 | 36.76 | 37% |
| Returns for 5 years | -3.06 | 46.33 | -7% |
| Returns for 10 years | 17.63 | 61.04 | 29% |
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