Interact to see
Advertisement
Advertisement
MFWJX vs RIRCX
MFWJX vs RIRCX Comparison
Open Charts MFWJX vs RIRCX
MFS Global Total Return R4
Price$18.11
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets1.26B
American Funds Capital Income Bldr R3
Price$78.35
Change+$0.08 (+0.10%)
VolumeN/A
Net Assets117.97B
MFWJX vs RIRCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MFWJX vs. RIRCX commentary
Aug 29, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 118B vs. MFWJX (1.26B). 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 : 10.43 vs. MFWJX (1.16). RIRCX return over 5 years is better than : 46.22 vs. MFWJX (6.16).
| 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 | 12.146 | 14.805 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 118B | 1% |
| Annual Yield % from dividends | 2.52 | 2.70 | 93% |
| Returns for 1 year | 1.16 | 10.43 | 11% |
| Returns for 3 years | 18.30 | 33.27 | 55% |
| Returns for 5 years | 6.16 | 46.22 | 13% |
| Returns for 10 years | 32.18 | 58.18 | 55% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement