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MFWCX vs RIRFX
MFWCX vs RIRFX Comparison
Open Charts MFWCX vs RIRFX
MFS Global Total Return C
Price$17.64
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets1.23B
American Funds Capital Income Bldr R5
Price$76.06
Change+$0.22 (+0.29%)
VolumeN/A
Net Assets114.7B
MFWCX vs RIRFX Comparison Chart in %
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MFWCX vs. RIRFX commentary
Jun 28, 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 Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 115B vs. MFWCX (1.23B). RIRFX pays higher dividends than MFWCX: RIRFX (3.30) vs MFWCX (1.11). MFWCX was incepted earlier than RIRFX: MFWCX (32 years) vs RIRFX (23 years). MFWCX (1.94) is less costly to investors than RIRFX (0.31). MFWCX is a more actively managed with annual turnover of: 69.00 vs. RIRFX (56.00). 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 : 15.50 vs. MFWCX (3.30). RIRFX return over 5 years is better than : 60.32 vs. MFWCX (5.17).
| MFWCX | RIRFX | MFWCX / RIRFX | |
| Total Expense Ratio | 1.84 | 0.31 | 594% |
| Annual Report Gross Expense Ratio | 1.94 | 0.31 | 626% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 8.398 | 11.823 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 115B | 1% |
| Annual Yield % from dividends | 1.11 | 3.30 | 33% |
| Returns for 1 year | 3.30 | 15.50 | 21% |
| Returns for 3 years | 12.93 | 34.87 | 37% |
| Returns for 5 years | 5.17 | 60.32 | 9% |
| Returns for 10 years | 13.69 | 66.82 | 20% |
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