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MFWCX vs RIREX
MFWCX vs RIREX Comparison
Open Charts MFWCX vs RIREX
MFS Global Total Return C
Price$16.73
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets1.2B
American Funds Capital Income Bldr R4
Price$70.70
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets106.48B
MFWCX vs RIREX Comparison Chart
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MFWCX vs. RIREX commentary
Apr 25, 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: 106B vs. MFWCX (1.2B). 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 : 8.88 vs. MFWCX (-1.39). RIREX return over 5 years is better than : 44.31 vs. MFWCX (4.42).
| 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 | 2.254 | 2.545 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.2B | 106B | 1% |
| Annual Yield % from dividends | 1.13 | 3.13 | 36% |
| Returns for 1 year | -1.39 | 8.88 | -16% |
| Returns for 3 years | -0.48 | 13.26 | -4% |
| Returns for 5 years | 4.42 | 44.31 | 10% |
| Returns for 10 years | 3.87 | 31.81 | 12% |
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