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MFWIX vs RIRCX
MFWIX vs RIRCX Comparison
Open Charts MFWIX vs RIRCX
MFS Global Total Return I
Price$17.79
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets1.25B
American Funds Capital Income Bldr R3
Price$78.55
Change+$0.40 (+0.51%)
VolumeN/A
Net Assets117.62B
MFWIX vs RIRCX Comparison Chart in %
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MFWIX vs. RIRCX commentary
Sep 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 118B vs. MFWIX (1.25B). RIRCX pays higher dividends than MFWIX: RIRCX (2.63) vs MFWIX (2.49). 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 : 11.54 vs. MFWIX (1.52). RIRCX return over 5 years is better than : 47.75 vs. MFWIX (6.73).
| 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 | 12.171 | 15.098 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 118B | 1% |
| Annual Yield % from dividends | 2.49 | 2.63 | 95% |
| Returns for 1 year | 1.52 | 11.54 | 13% |
| Returns for 3 years | 21.34 | 37.20 | 57% |
| Returns for 5 years | 6.73 | 47.75 | 14% |
| Returns for 10 years | 32.38 | 59.79 | 54% |