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MFWIX vs RIRCX
MFWIX vs RIRCX Comparison
Open Charts MFWIX vs RIRCX
MFS Global Total Return I
Price$17.50
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets1.26B
American Funds Capital Income Bldr R3
Price$77.05
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
MFWIX vs RIRCX Comparison Chart in %
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MFWIX vs. RIRCX commentary
Jul 06, 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: 116B vs. MFWIX (1.26B). 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: 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 : 15.38 vs. MFWIX (4.93). RIRCX return over 5 years is better than : 48.50 vs. MFWIX (3.79).
| 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 | 10.342 | 12.900 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 116B | 1% |
| Annual Yield % from dividends | 2.54 | 2.69 | 94% |
| Returns for 1 year | 4.93 | 15.38 | 32% |
| Returns for 3 years | 17.69 | 32.20 | 55% |
| Returns for 5 years | 3.79 | 48.50 | 8% |
| Returns for 10 years | 26.79 | 50.94 | 53% |
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