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MFWJX vs RIRCX
MFWJX vs RIRCX Comparison
Open Charts MFWJX vs RIRCX
MFS Global Total Return R4
Price$16.46
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets1.23B
American Funds Capital Income Bldr R3
Price$69.98
Change+$0.35 (+0.50%)
VolumeN/A
Net Assets106.93B
MFWJX vs RIRCX Comparison Chart
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MFWJX vs. RIRCX commentary
Jan 19, 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 Hold and RIRCX is a Hold.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 107B vs. MFWJX (1.23B). 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 : 10.39 vs. MFWJX (1.02). RIRCX return over 5 years is better than : 21.37 vs. MFWJX (-4.42).
| 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 | 0.858 | 1.420 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 107B | 1% |
| Annual Yield % from dividends | 2.14 | 2.97 | 72% |
| Returns for 1 year | 1.02 | 10.39 | 10% |
| Returns for 3 years | -6.48 | 6.70 | -97% |
| Returns for 5 years | -4.42 | 21.37 | -21% |
| Returns for 10 years | 16.44 | 32.47 | 51% |
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