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MFWHX vs RIRFX
MFWHX vs RIRFX Comparison
Open Charts MFWHX vs RIRFX
MFS Global Total Return R3
Price$16.83
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets1.22B
American Funds Capital Income Bldr R5
Price$72.29
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets109.37B
MFWHX vs RIRFX Comparison Chart
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MFWHX vs. RIRFX commentary
Apr 03, 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 RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 109B vs. MFWHX (1.22B). RIRFX pays higher dividends than MFWHX: RIRFX (3.42) vs MFWHX (1.96). MFWHX was incepted earlier than RIRFX: MFWHX (20 years) vs RIRFX (23 years). MFWHX (1.21) is less costly to investors than RIRFX (0.31). 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 : 10.46 vs. MFWHX (-1.24). RIRFX return over 5 years is better than : 66.51 vs. MFWHX (16.74).
| MFWHX | RIRFX | MFWHX / RIRFX | |
| Total Expense Ratio | 1.11 | 0.31 | 358% |
| Annual Report Gross Expense Ratio | 1.21 | 0.31 | 390% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 3.680 | 5.556 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 109B | 1% |
| Annual Yield % from dividends | 1.96 | 3.42 | 57% |
| Returns for 1 year | -1.24 | 10.46 | -12% |
| Returns for 3 years | -0.78 | 17.13 | -5% |
| Returns for 5 years | 16.74 | 66.51 | 25% |
| Returns for 10 years | 14.99 | 54.15 | 28% |
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