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MFWHX vs RIRCX
MFWHX vs RIRCX Comparison
Open Charts MFWHX vs RIRCX
MFS Global Total Return R3
Price$17.98
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets1.25B
American Funds Capital Income Bldr R3
Price$78.55
Change+$0.40 (+0.51%)
VolumeN/A
Net Assets117.62B
MFWHX vs RIRCX Comparison Chart in %
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MFWHX vs. RIRCX commentary
Sep 06, 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 RIRCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 118B vs. MFWHX (1.25B). RIRCX pays higher dividends than MFWHX: RIRCX (2.63) vs MFWHX (2.23). MFWHX was incepted earlier than RIRCX: MFWHX (20 years) vs RIRCX (23 years). MFWHX (1.19) is less costly to investors than RIRCX (0.91). MFWHX is a more actively managed with annual turnover of: 63.00 vs. RIRCX (56.00). 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 : 11.54 vs. MFWHX (1.13). RIRCX return over 5 years is better than : 47.75 vs. MFWHX (5.44).
| MFWHX | RIRCX | MFWHX / RIRCX | |
| Total Expense Ratio | 1.09 | 0.91 | 120% |
| Annual Report Gross Expense Ratio | 1.19 | 0.91 | 131% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 11.782 | 15.098 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 118B | 1% |
| Annual Yield % from dividends | 2.23 | 2.63 | 85% |
| Returns for 1 year | 1.13 | 11.54 | 10% |
| Returns for 3 years | 20.28 | 37.20 | 55% |
| Returns for 5 years | 5.44 | 47.75 | 11% |
| Returns for 10 years | 29.34 | 59.79 | 49% |
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