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MFWHX vs RIRCX
MFWHX vs RIRCX Comparison
Open Charts MFWHX vs RIRCX
MFS Global Total Return R3
Price$16.83
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets1.22B
American Funds Capital Income Bldr R3
Price$72.32
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets109.37B
MFWHX vs RIRCX Comparison Chart
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MFWHX vs. RIRCX commentary
Apr 03, 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 StrongBuy and RIRCX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 109B vs. MFWHX (1.22B). RIRCX pays higher dividends than MFWHX: RIRCX (2.84) vs MFWHX (1.96). MFWHX was incepted earlier than RIRCX: MFWHX (20 years) vs RIRCX (23 years). MFWHX (1.21) is less costly to investors than RIRCX (0.91). 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 : 9.81 vs. MFWHX (-1.24). RIRCX return over 5 years is better than : 55.08 vs. MFWHX (16.74).
| MFWHX | RIRCX | MFWHX / RIRCX | |
| Total Expense Ratio | 1.11 | 0.91 | 122% |
| Annual Report Gross Expense Ratio | 1.21 | 0.91 | 133% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 3.680 | 5.399 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 109B | 1% |
| Annual Yield % from dividends | 1.96 | 2.84 | 69% |
| Returns for 1 year | -1.24 | 9.81 | -13% |
| Returns for 3 years | -0.78 | 12.90 | -6% |
| Returns for 5 years | 16.74 | 55.08 | 30% |
| Returns for 10 years | 14.99 | 37.80 | 40% |