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MFWHX vs RIREX
MFWHX vs RIREX Comparison
Open Charts MFWHX vs RIREX
MFS Global Total Return R3
Price$17.52
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets1.24B
American Funds Capital Income Bldr R4
Price$76.77
Change+$0.14 (+0.18%)
VolumeN/A
Net Assets115.86B
MFWHX vs RIREX Comparison Chart in %
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MFWHX vs. RIREX commentary
Jul 19, 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 RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 116B vs. MFWHX (1.24B). RIREX pays higher dividends than MFWHX: RIREX (2.97) vs MFWHX (2.28). 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 : 12.42 vs. MFWHX (0.65). RIREX return over 5 years is better than : 47.81 vs. MFWHX (4.97).
| 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 | 8.855 | 12.748 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 116B | 1% |
| Annual Yield % from dividends | 2.28 | 2.97 | 77% |
| Returns for 1 year | 0.65 | 12.42 | 5% |
| Returns for 3 years | 16.98 | 35.07 | 48% |
| Returns for 5 years | 4.97 | 47.81 | 10% |
| Returns for 10 years | 20.44 | 49.35 | 41% |