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MFWHX vs RIRFX
MFWHX vs RIRFX Comparison
Open Charts MFWHX vs RIRFX
MFS Global Total Return R3
Price$16.18
Change-$0.27 (-1.64%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R5
Price$71.20
Change-$1.59 (-2.18%)
VolumeN/A
CapitalizationN/A
MFWHX vs RIRFX Comparison Chart
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MFWHX vs. RIRFX commentary
Dec 19, 2024
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 Sell and RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 108B vs. MFWHX (1.26B). RIRFX pays higher dividends than MFWHX: RIRFX (3.55) vs MFWHX (1.91). MFWHX was incepted earlier than RIRFX: MFWHX (20 years) vs RIRFX (23 years). RIRFX is a more actively managed with annual turnover of: 106.00 vs. MFWHX (69.00). 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 : 13.75 vs. MFWHX (0.66). RIRFX return over 5 years is better than : 35.67 vs. MFWHX (-3.56).
| MFWHX | RIRFX | MFWHX / RIRFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | -0.997 | 12.291 | -8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 108B | 1% |
| Annual Yield % from dividends | 1.91 | 3.55 | 54% |
| Returns for 1 year | 0.66 | 13.75 | 5% |
| Returns for 3 years | -5.62 | 17.19 | -33% |
| Returns for 5 years | -3.56 | 35.67 | -10% |
| Returns for 10 years | 13.61 | 52.18 | 26% |
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