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MFWJX vs RIRCX
MFWJX vs RIRCX Comparison
Open Charts MFWJX vs RIRCX
MFS Global Total Return R4
Price$17.44
Change+$0.05 (+0.29%)
VolumeN/A
Net Assets1.23B
American Funds Capital Income Bldr R3
Price$74.95
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets113.04B
MFWJX vs RIRCX Comparison Chart
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MFWJX vs. RIRCX commentary
Jun 04, 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: 113B 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 : 13.08 vs. MFWJX (1.42). RIRCX return over 5 years is better than : 42.56 vs. MFWJX (6.42).
| 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 | 6.846 | 9.232 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 113B | 1% |
| Annual Yield % from dividends | 2.14 | 2.74 | 78% |
| Returns for 1 year | 1.42 | 13.08 | 11% |
| Returns for 3 years | 8.23 | 20.75 | 40% |
| Returns for 5 years | 6.42 | 42.56 | 15% |
| Returns for 10 years | 22.66 | 43.24 | 52% |
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