Interact to see
Advertisement
Advertisement
MFWHX vs RIREX
MFWHX vs RIREX Comparison
Open Charts MFWHX vs RIREX
MFS Global Total Return R3
Price$17.98
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets1.25B
American Funds Capital Income Bldr R4
Price$78.54
Change+$0.41 (+0.52%)
VolumeN/A
Net Assets117.62B
MFWHX vs RIREX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MFWHX vs. RIREX commentary
Sep 06, 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 Buy and RIREX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 118B vs. MFWHX (1.25B). RIREX pays higher dividends than MFWHX: RIREX (2.90) vs MFWHX (2.23). MFWHX was incepted earlier than RIREX: MFWHX (20 years) vs RIREX (23 years). MFWHX (1.19) is less costly to investors than RIREX (0.62). MFWHX is a more actively managed with annual turnover of: 63.00 vs. RIREX (56.00). MFWHX has a lower initial minimum investment than RIREX: MFWHX (0) vs RIREX (250). RIREX annual gain was more profitable for investors over the last year : 11.30 vs. MFWHX (1.13). RIREX return over 5 years is better than : 48.71 vs. MFWHX (5.44).
| MFWHX | RIREX | MFWHX / RIREX | |
| Total Expense Ratio | 1.09 | 0.62 | 176% |
| Annual Report Gross Expense Ratio | 1.19 | 0.62 | 192% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 11.782 | 14.746 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 118B | 1% |
| Annual Yield % from dividends | 2.23 | 2.90 | 77% |
| Returns for 1 year | 1.13 | 11.30 | 10% |
| Returns for 3 years | 20.28 | 37.56 | 54% |
| Returns for 5 years | 5.44 | 48.71 | 11% |
| Returns for 10 years | 29.34 | 61.13 | 48% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement