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MFWJX vs RIRCX
MFWJX vs RIRCX Comparison
Open Charts MFWJX vs RIRCX
MFS Global Total Return R4
Price$17.95
Change-$0.04 (-0.22%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R3
Price$71.87
Change-$0.32 (-0.44%)
VolumeN/A
CapitalizationN/A
MFWJX vs RIRCX Comparison Chart
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MFWJX vs. RIRCX commentary
Nov 18, 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: 107B vs. MFWJX (1.3B). RIRCX pays higher dividends than MFWJX: RIRCX (2.97) vs MFWJX (2.14). MFWJX was incepted earlier than RIRCX: MFWJX (20 years) vs RIRCX (22 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 : 17.54 vs. MFWJX (12.14). RIRCX return over 5 years is better than : 25.96 vs. MFWJX (3.90).
| MFWJX | RIRCX | MFWJX / RIRCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 22 years | - |
| Gain YTD | 6.514 | 10.329 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 107B | 1% |
| Annual Yield % from dividends | 2.14 | 2.97 | 72% |
| Returns for 1 year | 12.14 | 17.54 | 69% |
| Returns for 3 years | -7.19 | 10.99 | -65% |
| Returns for 5 years | 3.90 | 25.96 | 15% |
| Returns for 10 years | 23.80 | 33.67 | 71% |
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