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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+$0.05 (+0.29%)
VolumeN/A
Net Assets1.23B
American Funds Capital Income Bldr R3
Price$76.10
Change+$0.23 (+0.30%)
VolumeN/A
Net Assets114.7B
MFWHX vs RIRCX Comparison Chart in %
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MFWHX vs. RIRCX commentary
Jun 28, 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: 115B vs. MFWHX (1.23B). RIRCX pays higher dividends than MFWHX: RIRCX (2.74) vs MFWHX (1.91). 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: 69.00 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 : 14.83 vs. MFWHX (4.04). RIRCX return over 5 years is better than : 50.19 vs. MFWHX (8.91).
| 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 | 8.793 | 11.508 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 115B | 1% |
| Annual Yield % from dividends | 1.91 | 2.74 | 70% |
| Returns for 1 year | 4.04 | 14.83 | 27% |
| Returns for 3 years | 15.37 | 30.55 | 50% |
| Returns for 5 years | 8.91 | 50.19 | 18% |
| Returns for 10 years | 22.20 | 48.92 | 45% |
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