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MFWHX vs RIRCX
MFWHX vs RIRCX Comparison
Open Charts MFWHX vs RIRCX
MFS Global Total Return R3
Price$16.18
Change-$0.27 (-1.64%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R3
Price$71.13
Change-$1.59 (-2.19%)
VolumeN/A
CapitalizationN/A
MFWHX vs RIRCX Comparison Chart
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MFWHX vs. RIRCX commentary
Dec 19, 2024
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 Sell and RIRCX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 108B vs. MFWHX (1.26B). 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 : 13.07 vs. MFWHX (0.66). RIRCX return over 5 years is better than : 24.74 vs. MFWHX (-3.56).
| 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 | -0.997 | 11.634 | -9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 108B | 1% |
| Annual Yield % from dividends | 1.91 | 2.97 | 64% |
| Returns for 1 year | 0.66 | 13.07 | 5% |
| Returns for 3 years | -5.62 | 12.47 | -45% |
| Returns for 5 years | -3.56 | 24.74 | -14% |
| Returns for 10 years | 13.61 | 36.23 | 38% |
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