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MFWCX vs RIRFX
MFWCX vs RIRFX Comparison
Open Charts MFWCX vs RIRFX
MFS Global Total Return C
Price$16.94
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets1.22B
American Funds Capital Income Bldr R5
Price$72.29
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets109.78B
MFWCX vs RIRFX Comparison Chart
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MFWCX vs. RIRFX 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 RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 110B vs. MFWCX (1.22B). RIRFX pays higher dividends than MFWCX: RIRFX (3.42) vs MFWCX (1.13). MFWCX was incepted earlier than RIRFX: MFWCX (31 years) vs RIRFX (23 years). MFWCX (1.96) is less costly to investors than RIRFX (0.31). 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 : 10.46 vs. MFWCX (-1.93). RIRFX return over 5 years is better than : 66.51 vs. MFWCX (12.73).
| MFWCX | RIRFX | MFWCX / RIRFX | |
| Total Expense Ratio | 1.86 | 0.31 | 600% |
| Annual Report Gross Expense Ratio | 1.96 | 0.31 | 632% |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | 3.479 | 5.556 | 63% |
| 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 | 3.42 | 33% |
| Returns for 1 year | -1.93 | 10.46 | -18% |
| Returns for 3 years | -2.96 | 17.13 | -17% |
| Returns for 5 years | 12.73 | 66.51 | 19% |
| Returns for 10 years | 6.92 | 54.15 | 13% |
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