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MFWCX vs RIRFX
MFWCX vs RIRFX Comparison
Open Charts MFWCX vs RIRFX
MFS Global Total Return C
Price$17.66
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets1.24B
American Funds Capital Income Bldr R5
Price$76.83
Change+$0.02 (+0.03%)
VolumeN/A
Net Assets116.07B
MFWCX vs RIRFX Comparison Chart in %
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MFWCX vs. RIRFX commentary
Jul 20, 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: 116B vs. MFWCX (1.24B). RIRFX pays higher dividends than MFWCX: RIRFX (3.25) vs MFWCX (1.50). 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: 63.00 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 : 13.25 vs. MFWCX (0.80). RIRFX return over 5 years is better than : 56.05 vs. MFWCX (1.74).
| 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 | 8.830 | 12.955 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 116B | 1% |
| Annual Yield % from dividends | 1.50 | 3.25 | 46% |
| Returns for 1 year | 0.80 | 13.25 | 6% |
| Returns for 3 years | 13.17 | 36.38 | 36% |
| Returns for 5 years | 1.74 | 56.05 | 3% |
| Returns for 10 years | 12.65 | 65.71 | 19% |
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