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MFWIX vs RIRCX
MFWIX vs RIRCX Comparison
Open Charts MFWIX vs RIRCX
MFS Global Total Return I
Price$17.75
Change+$0.05 (+0.28%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R3
Price$72.70
Change+$0.28 (+0.39%)
VolumeN/A
CapitalizationN/A
MFWIX vs RIRCX Comparison Chart
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MFWIX vs. RIRCX commentary
Nov 23, 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 MFWIX is a Buy and RIRCX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 108B vs. MFWIX (1.3B). RIRCX pays higher dividends than MFWIX: RIRCX (2.97) vs MFWIX (2.18). MFWIX was incepted earlier than RIRCX: MFWIX (28 years) vs RIRCX (22 years). RIRCX is a more actively managed with annual turnover of: 106.00 vs. MFWIX (69.00). 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 : 17.85 vs. MFWIX (11.68). RIRCX return over 5 years is better than : 27.68 vs. MFWIX (4.21).
| MFWIX | RIRCX | MFWIX / RIRCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 22 years | - |
| Gain YTD | 7.042 | 11.603 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 108B | 1% |
| Annual Yield % from dividends | 2.18 | 2.97 | 73% |
| Returns for 1 year | 11.68 | 17.85 | 65% |
| Returns for 3 years | -6.20 | 12.71 | -49% |
| Returns for 5 years | 4.21 | 27.68 | 15% |
| Returns for 10 years | 23.28 | 34.68 | 67% |
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