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MFWJX vs RIRCX
MFWJX vs RIRCX Comparison
Open Charts MFWJX vs RIRCX
MFS Global Total Return R4
Price$16.94
Change-$0.04 (-0.24%)
VolumeN/A
Net Assets1.24B
American Funds Capital Income Bldr R3
Price$72.48
Change-$0.25 (-0.34%)
VolumeN/A
Net Assets110.16B
MFWJX vs RIRCX Comparison Chart
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MFWJX vs. RIRCX commentary
Feb 23, 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 Buy and RIRCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 110B vs. MFWJX (1.24B). RIRCX pays higher dividends than MFWJX: RIRCX (2.97) vs MFWJX (2.14). MFWJX was incepted earlier than RIRCX: MFWJX (20 years) vs RIRCX (23 years). RIRCX is a more actively managed with annual turnover of: 106.00 vs. MFWJX (69.00). 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 : 11.78 vs. MFWJX (1.83). RIRCX return over 5 years is better than : 26.43 vs. MFWJX (-0.89).
| MFWJX | RIRCX | MFWJX / RIRCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 3.799 | 5.043 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 110B | 1% |
| Annual Yield % from dividends | 2.14 | 2.97 | 72% |
| Returns for 1 year | 1.83 | 11.78 | 16% |
| Returns for 3 years | -0.46 | 13.04 | -4% |
| Returns for 5 years | -0.89 | 26.43 | -3% |
| Returns for 10 years | 17.14 | 33.97 | 50% |
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