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MFWJX vs RIRCX
MFWJX vs RIRCX Comparison
Open Charts MFWJX vs RIRCX
MFS Global Total Return R4
Price$18.21
Change-$0.07 (-0.38%)
VolumeN/A
Net Assets1.27B
American Funds Capital Income Bldr R3
Price$79.57
Change-$0.08 (-0.10%)
VolumeN/A
Net Assets120.2B
MFWJX vs RIRCX Comparison Chart in %
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MFWJX vs. RIRCX commentary
Oct 09, 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 StrongBuy and RIRCX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 120B vs. MFWJX (1.27B). RIRCX (2.61) and MFWJX (2.59) have matching dividends . MFWJX was incepted earlier than RIRCX: MFWJX (21 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: 63.00 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 : 12.01 vs. MFWJX (2.91). RIRCX return over 5 years is better than : 50.52 vs. MFWJX (7.78).
| MFWJX | RIRCX | MFWJX / RIRCX | |
| Total Expense Ratio | 0.84 | 0.91 | 92% |
| Annual Report Gross Expense Ratio | 0.94 | 0.91 | 103% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 13.920 | 17.179 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.27B | 120B | 1% |
| Annual Yield % from dividends | 2.59 | 2.61 | 99% |
| Returns for 1 year | 2.91 | 12.01 | 24% |
| Returns for 3 years | 28.93 | 48.49 | 60% |
| Returns for 5 years | 7.78 | 50.52 | 15% |
| Returns for 10 years | 32.44 | 59.71 | 54% |
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