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MFWHX vs RIRFX
MFWHX vs RIRFX Comparison
Open Charts MFWHX vs RIRFX
MFS Global Total Return R3
Price$17.92
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets1.26B
American Funds Capital Income Bldr R5
Price$78.05
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets117.69B
MFWHX vs RIRFX Comparison Chart in %
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MFWHX vs. RIRFX commentary
Aug 16, 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: 118B vs. MFWHX (1.26B). RIRFX pays higher dividends than MFWHX: RIRFX (3.25) vs MFWHX (2.29). 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 : 12.86 vs. MFWHX (2.83). RIRFX return over 5 years is better than : 56.38 vs. MFWHX (5.04).
| 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 | 11.533 | 14.749 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 118B | 1% |
| Annual Yield % from dividends | 2.29 | 3.25 | 70% |
| Returns for 1 year | 2.83 | 12.86 | 22% |
| Returns for 3 years | 12.54 | 32.90 | 38% |
| Returns for 5 years | 5.04 | 56.38 | 9% |
| Returns for 10 years | 24.52 | 69.70 | 35% |
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