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MFWCX vs RIREX
MFWCX vs RIREX Comparison
Open Charts MFWCX vs RIREX
MFS Global Total Return C
Price$17.92
Change-$0.05 (-0.28%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R4
Price$71.84
Change-$0.32 (-0.44%)
VolumeN/A
CapitalizationN/A
MFWCX vs RIREX Comparison Chart
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MFWCX vs. RIREX commentary
Nov 18, 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: 107B vs. MFWCX (1.3B). 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 : 17.87 vs. MFWCX (11.03). RIREX return over 5 years is better than : 27.17 vs. MFWCX (-1.13).
| 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 | 5.516 | 10.626 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 107B | 1% |
| Annual Yield % from dividends | 1.15 | 3.26 | 35% |
| Returns for 1 year | 11.03 | 17.87 | 62% |
| Returns for 3 years | -9.91 | 11.73 | -84% |
| Returns for 5 years | -1.13 | 27.17 | -4% |
| Returns for 10 years | 12.12 | 35.30 | 34% |
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