Interact to see
Advertisement
Advertisement
MFWHX vs RIRFX
MFWHX vs RIRFX Comparison
Open Charts MFWHX vs RIRFX
MFS Global Total Return R3
Price$17.98
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets1.25B
American Funds Capital Income Bldr R5
Price$78.61
Change+$0.41 (+0.52%)
VolumeN/A
Net Assets117.62B
MFWHX vs RIRFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MFWHX vs. RIRFX commentary
Sep 06, 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 RIRFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 118B vs. MFWHX (1.25B). RIRFX pays higher dividends than MFWHX: RIRFX (3.17) vs MFWHX (2.23). 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: 63.00 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 : 11.63 vs. MFWHX (1.13). RIRFX return over 5 years is better than : 56.94 vs. MFWHX (5.44).
| 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 | 11.782 | 14.969 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 118B | 1% |
| Annual Yield % from dividends | 2.23 | 3.17 | 70% |
| Returns for 1 year | 1.13 | 11.63 | 10% |
| Returns for 3 years | 20.28 | 41.01 | 49% |
| Returns for 5 years | 5.44 | 56.94 | 10% |
| Returns for 10 years | 29.34 | 78.07 | 38% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement