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MFWHX vs RIRCX
MFWHX vs RIRCX Comparison
Open Charts MFWHX vs RIRCX
MFS Global Total Return R3
Price$16.35
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets1.23B
American Funds Capital Income Bldr R3
Price$69.98
Change+$0.35 (+0.50%)
VolumeN/A
Net Assets106.93B
MFWHX vs RIRCX Comparison Chart
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MFWHX vs. RIRCX 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 MFWHX is a Hold and RIRCX is a Hold.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 107B vs. MFWHX (1.23B). RIRCX pays higher dividends than MFWHX: RIRCX (2.97) vs MFWHX (1.91). MFWHX was incepted earlier than RIRCX: MFWHX (20 years) vs RIRCX (23 years). RIRCX is a more actively managed with annual turnover of: 106.00 vs. MFWHX (69.00). MFWHX has a lower initial minimum investment than RIRCX: MFWHX (0) vs RIRCX (250). RIRCX annual gain was more profitable for investors over the last year : 10.39 vs. MFWHX (0.72). RIRCX return over 5 years is better than : 21.37 vs. MFWHX (-5.80).
| MFWHX | RIRCX | MFWHX / RIRCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 0.801 | 1.420 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 107B | 1% |
| Annual Yield % from dividends | 1.91 | 2.97 | 64% |
| Returns for 1 year | 0.72 | 10.39 | 7% |
| Returns for 3 years | -7.27 | 6.70 | -108% |
| Returns for 5 years | -5.80 | 21.37 | -27% |
| Returns for 10 years | 13.33 | 32.47 | 41% |
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