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MFWJX vs RIRCX
MFWJX vs RIRCX Comparison
Open Charts MFWJX vs RIRCX
MFS Global Total Return R4
Price$17.80
Change+$0.07 (+0.39%)
VolumeN/A
Net Assets1.24B
American Funds Capital Income Bldr R3
Price$77.34
Change+$0.32 (+0.42%)
VolumeN/A
Net Assets116.29B
MFWJX vs RIRCX Comparison Chart in %
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MFWJX vs. RIRCX commentary
Aug 08, 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 Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 116B vs. MFWJX (1.24B). RIRCX pays higher dividends than MFWJX: RIRCX (2.70) vs MFWJX (2.52). 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: 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 : 15.34 vs. MFWJX (4.08). RIRCX return over 5 years is better than : 46.04 vs. MFWJX (5.52).
| 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 | 9.854 | 13.325 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 116B | 1% |
| Annual Yield % from dividends | 2.52 | 2.70 | 93% |
| Returns for 1 year | 4.08 | 15.34 | 27% |
| Returns for 3 years | 13.70 | 30.22 | 45% |
| Returns for 5 years | 5.52 | 46.04 | 12% |
| Returns for 10 years | 24.39 | 49.04 | 50% |
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