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MFWIX vs RIRCX
MFWIX vs RIRCX Comparison
Open Charts MFWIX vs RIRCX
MFS Global Total Return I
Price$16.05
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R3
Price$69.11
Change+$0.34 (+0.49%)
VolumeN/A
CapitalizationN/A
MFWIX vs RIRCX Comparison Chart
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MFWIX vs. RIRCX commentary
Dec 24, 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 Sell and RIRCX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 105B vs. MFWIX (1.24B). RIRCX pays higher dividends than MFWIX: RIRCX (2.97) vs MFWIX (2.18). MFWIX was incepted earlier than RIRCX: MFWIX (28 years) vs RIRCX (23 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 : 8.15 vs. MFWIX (-1.40). RIRCX return over 5 years is better than : 21.66 vs. MFWIX (-4.16).
| MFWIX | RIRCX | MFWIX / RIRCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 23 years | - |
| Gain YTD | -2.101 | 7.452 | -28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 105B | 1% |
| Annual Yield % from dividends | 2.18 | 2.97 | 73% |
| Returns for 1 year | -1.40 | 8.15 | -17% |
| Returns for 3 years | -11.12 | 6.75 | -165% |
| Returns for 5 years | -4.16 | 21.66 | -19% |
| Returns for 10 years | 14.23 | 30.22 | 47% |