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MFWHX vs RIRFX
MFWHX vs RIRFX Comparison
Open Charts MFWHX vs RIRFX
MFS Global Total Return R3
Price$16.63
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets1.2B
American Funds Capital Income Bldr R5
Price$70.74
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets106.48B
MFWHX vs RIRFX Comparison Chart
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MFWHX vs. RIRFX commentary
Apr 25, 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: 106B vs. MFWHX (1.2B). 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 : 9.21 vs. MFWHX (-0.70). RIRFX return over 5 years is better than : 53.27 vs. MFWHX (8.19).
| 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 | 2.506 | 2.636 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.2B | 106B | 1% |
| Annual Yield % from dividends | 1.96 | 3.42 | 57% |
| Returns for 1 year | -0.70 | 9.21 | -8% |
| Returns for 3 years | 1.73 | 16.67 | 10% |
| Returns for 5 years | 8.19 | 53.27 | 15% |
| Returns for 10 years | 11.68 | 45.56 | 26% |
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