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MFWHX vs RCEEX
MFWHX vs RCEEX Comparison
Open Charts MFWHX vs RCEEX
MFS Global Total Return R3
Price$16.96
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets1.21B
American Funds Capital Income Bldr R2E
Price$72.24
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets109.75B
MFWHX vs RCEEX Comparison Chart
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MFWHX vs. RCEEX commentary
May 11, 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 MFWHX is a Buy and RCEEX is a Buy.
FUNDAMENTALS
Fundamentals
RCEEX has more cash in the bank: 110B vs. MFWHX (1.22B). RCEEX pays higher dividends than MFWHX: RCEEX (2.70) vs MFWHX (1.95). MFWHX was incepted earlier than RCEEX: MFWHX (20 years) vs RCEEX (11 years). MFWHX (1.19) is less costly to investors than RCEEX (1.07). MFWHX is a more actively managed with annual turnover of: 69.00 vs. RCEEX (56.00). MFWHX has a lower initial minimum investment than RCEEX: MFWHX (0) vs RCEEX (250). RCEEX annual gain was more profitable for investors over the last year : 9.72 vs. MFWHX (-0.53). RCEEX return over 5 years is better than : 45.00 vs. MFWHX (9.01).
| MFWHX | RCEEX | MFWHX / RCEEX | |
| Total Expense Ratio | 1.09 | 1.07 | 102% |
| Annual Report Gross Expense Ratio | 1.19 | 1.07 | 111% |
| Fund Existence | 20 years | 11 years | - |
| Gain YTD | 4.792 | 5.798 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 110B | 1% |
| Annual Yield % from dividends | 1.95 | 2.70 | 72% |
| Returns for 1 year | -0.53 | 9.72 | -5% |
| Returns for 3 years | 8.13 | 21.03 | 39% |
| Returns for 5 years | 9.01 | 45.00 | 20% |
| Returns for 10 years | 15.32 | 34.54 | 44% |