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MFWHX vs RIRCX
MFWHX vs RIRCX Comparison
Open Charts MFWHX vs RIRCX
MFS Global Total Return R3
Price$16.93
Change+$0.12 (+0.71%)
VolumeN/A
Net Assets1.21B
American Funds Capital Income Bldr R3
Price$72.92
Change+$0.78 (+1.08%)
VolumeN/A
Net Assets109.11B
MFWHX vs RIRCX Comparison Chart
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MFWHX vs. RIRCX commentary
May 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 (1.21B). RIRCX pays higher dividends than MFWHX: RIRCX (2.83) vs MFWHX (1.95). 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 : 12.68 vs. MFWHX (0.62). RIRCX return over 5 years is better than : 48.14 vs. MFWHX (8.96).
| 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 | 3.865 | 6.273 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 109B | 1% |
| Annual Yield % from dividends | 1.95 | 2.83 | 69% |
| Returns for 1 year | 0.62 | 12.68 | 5% |
| Returns for 3 years | 5.06 | 18.87 | 27% |
| Returns for 5 years | 8.96 | 48.14 | 19% |
| Returns for 10 years | 14.65 | 37.39 | 39% |
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