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MFWCX vs RIRFX
MFWCX vs RIRFX Comparison
Open Charts MFWCX vs RIRFX
MFS Global Total Return C
Price$16.92
Change-$0.05 (-0.29%)
VolumeN/A
Net Assets1.24B
American Funds Capital Income Bldr R5
Price$72.51
Change-$0.25 (-0.34%)
VolumeN/A
Net Assets110.16B
MFWCX vs RIRFX Comparison Chart
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MFWCX vs. RIRFX commentary
Feb 23, 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 Buy and RIRFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 110B vs. MFWCX (1.24B). 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 : 12.45 vs. MFWCX (0.80). RIRFX return over 5 years is better than : 36.57 vs. MFWCX (-5.66).
| 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 | 3.613 | 5.133 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 110B | 1% |
| Annual Yield % from dividends | 1.15 | 3.55 | 32% |
| Returns for 1 year | 0.80 | 12.45 | 6% |
| Returns for 3 years | -3.38 | 17.77 | -19% |
| Returns for 5 years | -5.66 | 36.57 | -15% |
| Returns for 10 years | 6.12 | 49.63 | 12% |
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