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MFWIX vs RIRCX
MFWIX vs RIRCX Comparison
Open Charts MFWIX vs RIRCX
MFS Global Total Return I
Price$17.25
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets1.24B
American Funds Capital Income Bldr R3
Price$75.37
Change+$0.28 (+0.37%)
VolumeN/A
Net Assets113.67B
MFWIX vs RIRCX Comparison Chart
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MFWIX vs. RIRCX commentary
Jun 12, 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 StrongBuy and RIRCX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 114B vs. MFWIX (1.24B). RIRCX pays higher dividends than MFWIX: RIRCX (2.74) vs MFWIX (2.17). 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 : 14.43 vs. MFWIX (3.05). RIRCX return over 5 years is better than : 46.99 vs. MFWIX (8.52).
| 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 | 7.715 | 10.439 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 114B | 1% |
| Annual Yield % from dividends | 2.17 | 2.74 | 79% |
| Returns for 1 year | 3.05 | 14.43 | 21% |
| Returns for 3 years | 13.03 | 26.39 | 49% |
| Returns for 5 years | 8.52 | 46.99 | 18% |
| Returns for 10 years | 22.27 | 44.25 | 50% |
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