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MFWIX vs RIRCX
MFWIX vs RIRCX Comparison
Open Charts MFWIX vs RIRCX
MFS Global Total Return I
Price$17.58
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets1.25B
American Funds Capital Income Bldr R3
Price$77.72
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets117.32B
MFWIX vs RIRCX Comparison Chart in %
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MFWIX vs. RIRCX commentary
Jul 27, 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 Hold and RIRCX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 117B vs. MFWIX (1.25B). RIRCX pays higher dividends than MFWIX: RIRCX (2.69) vs MFWIX (2.54). MFWIX was incepted earlier than RIRCX: MFWIX (29 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: 63.00 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 : 14.62 vs. MFWIX (3.96). RIRCX return over 5 years is better than : 48.29 vs. MFWIX (7.35).
| MFWIX | RIRCX | MFWIX / RIRCX | |
| Total Expense Ratio | 0.84 | 0.91 | 92% |
| Annual Report Gross Expense Ratio | 0.94 | 0.91 | 103% |
| Fund Existence | 29 years | 23 years | - |
| Gain YTD | 10.847 | 13.882 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 117B | 1% |
| Annual Yield % from dividends | 2.54 | 2.69 | 94% |
| Returns for 1 year | 3.96 | 14.62 | 27% |
| Returns for 3 years | 16.97 | 33.10 | 51% |
| Returns for 5 years | 7.35 | 48.29 | 15% |
| Returns for 10 years | 26.05 | 51.06 | 51% |