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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-$0.04 (-0.24%)
VolumeN/A
Net Assets1.24B
American Funds Capital Income Bldr R4
Price$72.45
Change-$0.25 (-0.34%)
VolumeN/A
Net Assets110.16B
MFWHX vs RIREX Comparison Chart
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MFWHX vs. RIREX commentary
Feb 23, 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: 110B vs. MFWHX (1.24B). RIREX pays higher dividends than MFWHX: RIREX (3.26) vs MFWHX (1.91). MFWHX was incepted earlier than RIREX: MFWHX (20 years) vs RIREX (23 years). RIREX is a more actively managed with annual turnover of: 106.00 vs. MFWHX (69.00). 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 : 12.12 vs. MFWHX (1.53). RIREX return over 5 years is better than : 27.73 vs. MFWHX (-2.24).
| MFWHX | RIREX | MFWHX / RIREX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 3.761 | 5.091 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 110B | 1% |
| Annual Yield % from dividends | 1.91 | 3.26 | 59% |
| Returns for 1 year | 1.53 | 12.12 | 13% |
| Returns for 3 years | -1.26 | 13.78 | -9% |
| Returns for 5 years | -2.24 | 27.73 | -8% |
| Returns for 10 years | 14.09 | 35.58 | 40% |