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MFWJX vs RIRCX
MFWJX vs RIRCX Comparison
Open Charts MFWJX vs RIRCX
MFS Global Total Return R4
Price$18.02
Change-$0.05 (-0.28%)
VolumeN/A
Net Assets1.24B
American Funds Capital Income Bldr R3
Price$79.19
Change-$0.28 (-0.35%)
VolumeN/A
Net Assets119.1B
MFWJX vs RIRCX Comparison Chart in %
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MFWJX vs. RIRCX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 119B vs. MFWJX (1.24B). RIRCX (2.61) and MFWJX (2.61) 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 : 12.79 vs. MFWJX (3.08). RIRCX return over 5 years is better than : 44.68 vs. MFWJX (1.92).
| 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 | 12.611 | 16.619 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 119B | 1% |
| Annual Yield % from dividends | 2.61 | 2.61 | 100% |
| Returns for 1 year | 3.08 | 12.79 | 24% |
| Returns for 3 years | 17.33 | 35.94 | 48% |
| Returns for 5 years | 1.92 | 44.68 | 4% |
| Returns for 10 years | 30.13 | 59.14 | 51% |
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