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MFWHX vs RIRFX
MFWHX vs RIRFX Comparison
Open Charts MFWHX vs RIRFX
MFS Global Total Return R3
Price$17.52
Change+$0.05 (+0.29%)
VolumeN/A
Net Assets1.23B
American Funds Capital Income Bldr R5
Price$76.06
Change+$0.22 (+0.29%)
VolumeN/A
Net Assets114.7B
MFWHX vs RIRFX Comparison Chart in %
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MFWHX vs. RIRFX commentary
Jun 28, 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 RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 115B vs. MFWHX (1.23B). RIRFX pays higher dividends than MFWHX: RIRFX (3.30) vs MFWHX (1.91). MFWHX was incepted earlier than RIRFX: MFWHX (20 years) vs RIRFX (23 years). MFWHX (1.19) is less costly to investors than RIRFX (0.31). MFWHX is a more actively managed with annual turnover of: 69.00 vs. RIRFX (56.00). MFWHX has a lower initial minimum investment than RIRFX: MFWHX (0) vs RIRFX (250). RIRFX annual gain was more profitable for investors over the last year : 15.50 vs. MFWHX (4.04). RIRFX return over 5 years is better than : 60.32 vs. MFWHX (8.91).
| MFWHX | RIRFX | MFWHX / RIRFX | |
| Total Expense Ratio | 1.09 | 0.31 | 352% |
| Annual Report Gross Expense Ratio | 1.19 | 0.31 | 384% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 8.793 | 11.823 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 115B | 1% |
| Annual Yield % from dividends | 1.91 | 3.30 | 58% |
| Returns for 1 year | 4.04 | 15.50 | 26% |
| Returns for 3 years | 15.37 | 34.87 | 44% |
| Returns for 5 years | 8.91 | 60.32 | 15% |
| Returns for 10 years | 22.20 | 66.82 | 33% |
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