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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+$0.04 (+0.23%)
VolumeN/A
Net Assets1.24B
American Funds Capital Income Bldr R5
Price$76.81
Change+$0.14 (+0.18%)
VolumeN/A
Net Assets115.86B
MFWHX vs RIRFX Comparison Chart in %
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MFWHX vs. RIRFX commentary
Jul 19, 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: 116B vs. MFWHX (1.24B). RIRFX pays higher dividends than MFWHX: RIRFX (3.25) vs MFWHX (2.28). 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 : 12.76 vs. MFWHX (0.65). RIRFX return over 5 years is better than : 56.01 vs. MFWHX (4.97).
| 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 | 8.855 | 12.926 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 116B | 1% |
| Annual Yield % from dividends | 2.28 | 3.25 | 70% |
| Returns for 1 year | 0.65 | 12.76 | 5% |
| Returns for 3 years | 16.98 | 38.46 | 44% |
| Returns for 5 years | 4.97 | 56.01 | 9% |
| Returns for 10 years | 20.44 | 65.06 | 31% |
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