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MFWHX vs RIREX
MFWHX vs RIREX Comparison
Open Charts MFWHX vs RIREX
MFS Global Total Return R3
Price$16.83
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets1.22B
American Funds Capital Income Bldr R4
Price$72.26
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets109.37B
MFWHX vs RIREX Comparison Chart
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MFWHX vs. RIREX 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 RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 109B vs. MFWHX (1.22B). RIREX pays higher dividends than MFWHX: RIREX (3.13) vs MFWHX (1.96). MFWHX was incepted earlier than RIREX: MFWHX (20 years) vs RIREX (23 years). MFWHX (1.21) is less costly to investors than RIREX (0.62). 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 : 10.12 vs. MFWHX (-1.24). RIREX return over 5 years is better than : 56.77 vs. MFWHX (16.74).
| MFWHX | RIREX | MFWHX / RIREX | |
| Total Expense Ratio | 1.11 | 0.62 | 179% |
| Annual Report Gross Expense Ratio | 1.21 | 0.62 | 195% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 3.680 | 5.479 | 67% |
| 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 | 3.13 | 63% |
| Returns for 1 year | -1.24 | 10.12 | -12% |
| Returns for 3 years | -0.78 | 13.70 | -6% |
| Returns for 5 years | 16.74 | 56.77 | 29% |
| Returns for 10 years | 14.99 | 39.57 | 38% |
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