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MFWJX vs RIRCX
MFWJX vs RIRCX Comparison
Open Charts MFWJX vs RIRCX
MFS Global Total Return R4
Price$17.61
Change-$0.03 (-0.17%)
VolumeN/A
Net Assets1.24B
American Funds Capital Income Bldr R3
Price$75.34
Change-$0.30 (-0.40%)
VolumeN/A
Net Assets114.36B
MFWJX vs RIRCX Comparison Chart in %
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MFWJX vs. RIRCX commentary
Jun 26, 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 MFWJX is a Hold and RIRCX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 114B vs. MFWJX (1.24B). RIRCX pays higher dividends than MFWJX: RIRCX (2.74) vs MFWJX (2.14). MFWJX was incepted earlier than RIRCX: MFWJX (20 years) vs RIRCX (23 years). MFWJX (0.94) and RIRCX (0.91) have similar cost to investors . MFWJX is a more actively managed with annual turnover of: 69.00 vs. RIRCX (56.00). MFWJX has a lower initial minimum investment than RIRCX: MFWJX (0) vs RIRCX (250). RIRCX annual gain was more profitable for investors over the last year : 13.21 vs. MFWJX (3.22). RIRCX return over 5 years is better than : 48.69 vs. MFWJX (9.86).
| MFWJX | RIRCX | MFWJX / RIRCX | |
| Total Expense Ratio | 0.84 | 0.91 | 92% |
| Annual Report Gross Expense Ratio | 0.94 | 0.91 | 103% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 8.382 | 10.395 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 114B | 1% |
| Annual Yield % from dividends | 2.14 | 2.74 | 78% |
| Returns for 1 year | 3.22 | 13.21 | 24% |
| Returns for 3 years | 14.97 | 28.88 | 52% |
| Returns for 5 years | 9.86 | 48.69 | 20% |
| Returns for 10 years | 23.39 | 44.82 | 52% |
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