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MFWJX vs RIREX
MFWJX vs RIREX Comparison
Open Charts MFWJX vs RIREX
MFS Global Total Return R4
Price$17.44
Change+$0.05 (+0.29%)
VolumeN/A
Net Assets1.23B
American Funds Capital Income Bldr R4
Price$74.93
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets113.04B
MFWJX vs RIREX Comparison Chart
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MFWJX vs. RIREX commentary
Jun 04, 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 RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 113B vs. MFWJX (1.24B). RIREX pays higher dividends than MFWJX: RIREX (3.02) vs MFWJX (2.14). MFWJX was incepted earlier than RIREX: MFWJX (20 years) vs RIREX (23 years). MFWJX (0.94) is less costly to investors than RIREX (0.62). MFWJX is a more actively managed with annual turnover of: 69.00 vs. RIREX (56.00). MFWJX has a lower initial minimum investment than RIREX: MFWJX (0) vs RIREX (250). RIREX annual gain was more profitable for investors over the last year : 13.41 vs. MFWJX (1.42). RIREX return over 5 years is better than : 44.11 vs. MFWJX (6.42).
| MFWJX | RIREX | MFWJX / RIREX | |
| Total Expense Ratio | 0.84 | 0.62 | 135% |
| Annual Report Gross Expense Ratio | 0.94 | 0.62 | 152% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 6.846 | 9.376 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 113B | 1% |
| Annual Yield % from dividends | 2.14 | 3.02 | 71% |
| Returns for 1 year | 1.42 | 13.41 | 11% |
| Returns for 3 years | 8.23 | 21.62 | 38% |
| Returns for 5 years | 6.42 | 44.11 | 15% |
| Returns for 10 years | 22.66 | 45.09 | 50% |
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