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MFWJX vs RIRCX
MFWJX vs RIRCX Comparison
Open Charts MFWJX vs RIRCX
MFS Global Total Return R4
Price$16.28
Change-$0.27 (-1.63%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R3
Price$71.13
Change-$1.59 (-2.19%)
VolumeN/A
CapitalizationN/A
MFWJX vs RIRCX Comparison Chart
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MFWJX vs. RIRCX commentary
Dec 19, 2024
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 Sell and RIRCX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 108B vs. MFWJX (1.26B). 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 : 10.06 vs. MFWJX (0.97). RIRCX return over 5 years is better than : 23.73 vs. MFWJX (-2.22).
| 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 | -0.689 | 9.193 | -7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 108B | 1% |
| Annual Yield % from dividends | 2.14 | 2.97 | 72% |
| Returns for 1 year | 0.97 | 10.06 | 10% |
| Returns for 3 years | -4.83 | 10.01 | -48% |
| Returns for 5 years | -2.22 | 23.73 | -9% |
| Returns for 10 years | 16.59 | 33.25 | 50% |