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MFWCX vs RIRFX
MFWCX vs RIRFX Comparison
Open Charts MFWCX vs RIRFX
MFS Global Total Return C
Price$17.92
Change-$0.05 (-0.28%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R5
Price$71.89
Change-$0.32 (-0.44%)
VolumeN/A
CapitalizationN/A
MFWCX vs RIRFX Comparison Chart
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MFWCX vs. RIRFX 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 RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 107B vs. MFWCX (1.3B). RIRFX pays higher dividends than MFWCX: RIRFX (3.55) vs MFWCX (1.15). MFWCX was incepted earlier than RIRFX: MFWCX (31 years) vs RIRFX (23 years). RIRFX is a more actively managed with annual turnover of: 106.00 vs. MFWCX (69.00). RIRFX has a lower initial minimum investment than MFWCX: RIRFX (250) vs MFWCX (1000). RIRFX annual gain was more profitable for investors over the last year : 18.23 vs. MFWCX (11.03). RIRFX return over 5 years is better than : 36.97 vs. MFWCX (-1.13).
| MFWCX | RIRFX | MFWCX / RIRFX | |
| 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 | 10.902 | 51% |
| 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 | 3.55 | 32% |
| Returns for 1 year | 11.03 | 18.23 | 61% |
| Returns for 3 years | -9.91 | 15.62 | -63% |
| Returns for 5 years | -1.13 | 36.97 | -3% |
| Returns for 10 years | 12.12 | 49.29 | 25% |
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