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MFWJX vs RIREX
MFWJX vs RIREX Comparison
Open Charts MFWJX vs RIREX
MFS Global Total Return R4
Price$18.02
Change-$0.05 (-0.28%)
VolumeN/A
Net Assets1.24B
American Funds Capital Income Bldr R4
Price$79.16
Change-$0.28 (-0.35%)
VolumeN/A
Net Assets119.1B
MFWJX vs RIREX Comparison Chart in %
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MFWJX vs. RIREX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 119B vs. MFWJX (1.24B). RIREX pays higher dividends than MFWJX: RIREX (2.89) vs MFWJX (2.61). MFWJX was incepted earlier than RIREX: MFWJX (21 years) vs RIREX (24 years). MFWJX (0.94) is less costly to investors than RIREX (0.62). MFWJX is a more actively managed with annual turnover of: 63.00 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 : 13.12 vs. MFWJX (3.08). RIREX return over 5 years is better than : 46.45 vs. MFWJX (1.92).
| MFWJX | RIREX | MFWJX / RIREX | |
| Total Expense Ratio | 0.84 | 0.62 | 135% |
| Annual Report Gross Expense Ratio | 0.94 | 0.62 | 152% |
| Fund Existence | 21 years | 24 years | - |
| Gain YTD | 12.611 | 16.931 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 119B | 1% |
| Annual Yield % from dividends | 2.61 | 2.89 | 90% |
| Returns for 1 year | 3.08 | 13.12 | 23% |
| Returns for 3 years | 17.33 | 37.07 | 47% |
| Returns for 5 years | 1.92 | 46.45 | 4% |
| Returns for 10 years | 30.13 | 61.41 | 49% |
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