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MFWJX vs RIRCX
MFWJX vs RIRCX Comparison
Open Charts MFWJX vs RIRCX
MFS Global Total Return R4
Price$16.73
Change-$0.21 (-1.24%)
VolumeN/A
Net Assets1.23B
American Funds Capital Income Bldr R3
Price$71.12
Change-$1.20 (-1.66%)
VolumeN/A
Net Assets109.78B
MFWJX vs RIRCX Comparison Chart
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MFWJX vs. RIRCX commentary
Apr 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 StrongBuy and RIRCX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 110B vs. MFWJX (1.23B). RIRCX pays higher dividends than MFWJX: RIRCX (2.84) vs MFWJX (2.20). MFWJX was incepted earlier than RIRCX: MFWJX (20 years) vs RIRCX (23 years). MFWJX (0.96) is less costly to investors than RIRCX (0.91). 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 : 8.03 vs. MFWJX (-0.81). RIRCX return over 5 years is better than : 52.51 vs. MFWJX (18.80).
| MFWJX | RIRCX | MFWJX / RIRCX | |
| Total Expense Ratio | 0.86 | 0.91 | 95% |
| Annual Report Gross Expense Ratio | 0.96 | 0.91 | 105% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 4.081 | 3.650 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 110B | 1% |
| Annual Yield % from dividends | 2.20 | 2.84 | 77% |
| Returns for 1 year | -0.81 | 8.03 | -10% |
| Returns for 3 years | 0.32 | 10.88 | 3% |
| Returns for 5 years | 18.80 | 52.51 | 36% |
| Returns for 10 years | 17.71 | 34.57 | 51% |
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