Interact to see
Advertisement
Advertisement
MFWHX vs RIREX
MFWHX vs RIREX Comparison
Open Charts MFWHX vs RIREX
MFS Global Total Return R3
Price$18.09
Change-$0.07 (-0.39%)
VolumeN/A
Net Assets1.27B
American Funds Capital Income Bldr R4
Price$79.51
Change-$0.08 (-0.10%)
VolumeN/A
Net Assets120.2B
MFWHX vs RIREX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MFWHX vs. RIREX commentary
Oct 08, 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: 120B vs. MFWHX (1.27B). RIREX pays higher dividends than MFWHX: RIREX (2.89) vs MFWHX (2.38). MFWHX was incepted earlier than RIREX: MFWHX (21 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 : 12.33 vs. MFWHX (2.61). RIREX return over 5 years is better than : 52.35 vs. MFWHX (6.26).
| MFWHX | RIREX | MFWHX / RIREX | |
| Total Expense Ratio | 1.09 | 0.62 | 176% |
| Annual Report Gross Expense Ratio | 1.19 | 0.62 | 192% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 13.682 | 17.448 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.27B | 120B | 1% |
| Annual Yield % from dividends | 2.38 | 2.89 | 82% |
| Returns for 1 year | 2.61 | 12.33 | 21% |
| Returns for 3 years | 27.85 | 49.73 | 56% |
| Returns for 5 years | 6.26 | 52.35 | 12% |
| Returns for 10 years | 29.03 | 61.98 | 47% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement