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MFWHX vs RIREX
MFWHX vs RIREX Comparison
Open Charts MFWHX vs RIREX
MFS Global Total Return R3
Price$16.63
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets1.2B
American Funds Capital Income Bldr R4
Price$70.70
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets106.48B
MFWHX vs RIREX Comparison Chart
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MFWHX vs. RIREX commentary
Apr 25, 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: 106B vs. MFWHX (1.2B). 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 : 8.88 vs. MFWHX (-0.70). RIREX return over 5 years is better than : 44.31 vs. MFWHX (8.19).
| 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 | 2.506 | 2.545 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.2B | 106B | 1% |
| Annual Yield % from dividends | 1.96 | 3.13 | 63% |
| Returns for 1 year | -0.70 | 8.88 | -8% |
| Returns for 3 years | 1.73 | 13.26 | 13% |
| Returns for 5 years | 8.19 | 44.31 | 18% |
| Returns for 10 years | 11.68 | 31.81 | 37% |