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MFWIX vs RIRCX
MFWIX vs RIRCX Comparison
Open Charts MFWIX vs RIRCX
MFS Global Total Return I
Price$16.73
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets1.21B
American Funds Capital Income Bldr R3
Price$72.52
Change-$0.22 (-0.30%)
VolumeN/A
Net Assets109.94B
MFWIX vs RIRCX Comparison Chart
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MFWIX vs. RIRCX commentary
May 10, 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 MFWIX is a Buy and RIRCX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 110B vs. MFWIX (1.21B). RIRCX pays higher dividends than MFWIX: RIRCX (2.83) vs MFWIX (2.22). MFWIX was incepted earlier than RIRCX: MFWIX (28 years) vs RIRCX (23 years). MFWIX (0.94) and RIRCX (0.91) have similar cost to investors . MFWIX is a more actively managed with annual turnover of: 69.00 vs. RIRCX (56.00). MFWIX has a lower initial minimum investment than RIRCX: MFWIX (0) vs RIRCX (250). RIRCX annual gain was more profitable for investors over the last year : 10.27 vs. MFWIX (0.06). RIRCX return over 5 years is better than : 45.66 vs. MFWIX (9.96).
| MFWIX | RIRCX | MFWIX / RIRCX | |
| Total Expense Ratio | 0.84 | 0.91 | 92% |
| Annual Report Gross Expense Ratio | 0.94 | 0.91 | 103% |
| Fund Existence | 28 years | 23 years | - |
| Gain YTD | 4.714 | 5.690 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 110B | 1% |
| Annual Yield % from dividends | 2.22 | 2.83 | 78% |
| Returns for 1 year | 0.06 | 10.27 | 1% |
| Returns for 3 years | 8.79 | 21.22 | 41% |
| Returns for 5 years | 9.96 | 45.66 | 22% |
| Returns for 10 years | 17.37 | 35.27 | 49% |
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