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MFWHX vs RIRCX
MFWHX vs RIRCX Comparison
Open Charts MFWHX vs RIRCX
MFS Global Total Return R3
Price$17.52
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets1.24B
American Funds Capital Income Bldr R3
Price$76.82
Change+$0.14 (+0.18%)
VolumeN/A
Net Assets116.07B
MFWHX vs RIRCX Comparison Chart in %
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MFWHX vs. RIRCX commentary
Jul 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 Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 116B vs. MFWHX (1.24B). RIRCX pays higher dividends than MFWHX: RIRCX (2.69) vs MFWHX (2.28). 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 : 12.08 vs. MFWHX (0.65). RIRCX return over 5 years is better than : 46.15 vs. MFWHX (4.97).
| 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 | 8.855 | 12.563 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 116B | 1% |
| Annual Yield % from dividends | 2.28 | 2.69 | 85% |
| Returns for 1 year | 0.65 | 12.08 | 5% |
| Returns for 3 years | 16.98 | 34.02 | 50% |
| Returns for 5 years | 4.97 | 46.15 | 11% |
| Returns for 10 years | 20.44 | 47.37 | 43% |
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