Ad is loading...
MFWJX vs RIRCX
MFWJX vs RIRCX Comparison
Open Charts MFWJX vs RIRCX
MFS Global Total Return R4
Price$16.84
Change+$0.11 (+0.66%)
VolumeN/A
Net Assets1.2B
American Funds Capital Income Bldr R3
Price$71.48
Change+$0.74 (+1.05%)
VolumeN/A
Net Assets107.13B
MFWJX vs RIRCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MFWJX vs. RIRCX commentary
Apr 25, 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: 107B vs. MFWJX (1.2B). 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 : 10.36 vs. MFWJX (-0.09). RIRCX return over 5 years is better than : 45.14 vs. MFWJX (9.88).
| 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 | 2.790 | 4.175 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.2B | 107B | 1% |
| Annual Yield % from dividends | 2.20 | 2.84 | 77% |
| Returns for 1 year | -0.09 | 10.36 | -1% |
| Returns for 3 years | 2.73 | 14.63 | 19% |
| Returns for 5 years | 9.88 | 45.14 | 22% |
| Returns for 10 years | 14.75 | 32.51 | 45% |