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MFWCX vs RIRFX
MFWCX vs RIRFX Comparison
Open Charts MFWCX vs RIRFX
MFS Global Total Return C
Price$16.46
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets1.23B
American Funds Capital Income Bldr R5
Price$69.96
Change+$0.34 (+0.49%)
VolumeN/A
Net Assets106.93B
MFWCX vs RIRFX Comparison Chart
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MFWCX vs. RIRFX commentary
Jan 19, 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 Hold and RIRFX is a Hold.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 107B vs. MFWCX (1.23B). 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 : 11.02 vs. MFWCX (0.00). RIRFX return over 5 years is better than : 31.07 vs. MFWCX (-9.00).
| 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 | 0.796 | 1.435 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 107B | 1% |
| Annual Yield % from dividends | 1.15 | 3.55 | 32% |
| Returns for 1 year | 0.00 | 11.02 | 0% |
| Returns for 3 years | -9.20 | 11.17 | -82% |
| Returns for 5 years | -9.00 | 31.07 | -29% |
| Returns for 10 years | 5.46 | 47.95 | 11% |