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MFWCX vs RIREX
MFWCX vs RIREX Comparison
Open Charts MFWCX vs RIREX
MFS Global Total Return C
Price$16.94
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets1.22B
American Funds Capital Income Bldr R4
Price$72.26
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets109.78B
MFWCX vs RIREX Comparison Chart
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MFWCX vs. RIREX commentary
Apr 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 MFWCX is a StrongBuy and RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 110B vs. MFWCX (1.22B). RIREX pays higher dividends than MFWCX: RIREX (3.13) vs MFWCX (1.13). MFWCX was incepted earlier than RIREX: MFWCX (31 years) vs RIREX (23 years). MFWCX (1.96) is less costly to investors than RIREX (0.62). 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 : 10.12 vs. MFWCX (-1.93). RIREX return over 5 years is better than : 56.77 vs. MFWCX (12.73).
| MFWCX | RIREX | MFWCX / RIREX | |
| Total Expense Ratio | 1.86 | 0.62 | 300% |
| Annual Report Gross Expense Ratio | 1.96 | 0.62 | 316% |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | 3.479 | 5.479 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 110B | 1% |
| Annual Yield % from dividends | 1.13 | 3.13 | 36% |
| Returns for 1 year | -1.93 | 10.12 | -19% |
| Returns for 3 years | -2.96 | 13.70 | -22% |
| Returns for 5 years | 12.73 | 56.77 | 22% |
| Returns for 10 years | 6.92 | 39.57 | 18% |
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