Ad is loading...
MFWIX vs RIRCX
MFWIX vs RIRCX Comparison
Open Charts MFWIX vs RIRCX
MFS Global Total Return I
Price$16.55
Change-$0.12 (-0.72%)
VolumeN/A
Net Assets1.24B
American Funds Capital Income Bldr R3
Price$71.52
Change-$0.49 (-0.68%)
VolumeN/A
Net Assets109.05B
MFWIX vs RIRCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MFWIX vs. RIRCX commentary
Mar 12, 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: 109B vs. MFWIX (1.24B). RIRCX pays higher dividends than MFWIX: RIRCX (2.80) vs MFWIX (2.36). MFWIX was incepted earlier than RIRCX: MFWIX (28 years) vs RIRCX (23 years). MFWIX (0.96) is less costly to investors than RIRCX (0.91). 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 : 9.17 vs. MFWIX (-0.10). RIRCX return over 5 years is better than : 54.51 vs. MFWIX (16.99).
| MFWIX | RIRCX | MFWIX / RIRCX | |
| Total Expense Ratio | 0.86 | 0.91 | 95% |
| Annual Report Gross Expense Ratio | 0.96 | 0.91 | 105% |
| Fund Existence | 28 years | 23 years | - |
| Gain YTD | 3.928 | 4.233 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 109B | 1% |
| Annual Yield % from dividends | 2.36 | 2.80 | 84% |
| Returns for 1 year | -0.10 | 9.17 | -1% |
| Returns for 3 years | 3.74 | 16.23 | 23% |
| Returns for 5 years | 16.99 | 54.51 | 31% |
| Returns for 10 years | 20.03 | 39.32 | 51% |
View a ticker or compare two or three
VS
VS
Ad is loading...