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MFWJX vs RIREX
MFWJX vs RIREX Comparison
Open Charts MFWJX vs RIREX
MFS Global Total Return R4
Price$16.84
Change+$0.11 (+0.66%)
VolumeN/A
Net Assets1.2B
American Funds Capital Income Bldr R4
Price$71.43
Change+$0.73 (+1.03%)
VolumeN/A
Net Assets107.13B
MFWJX vs RIREX Comparison Chart
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MFWJX vs. RIREX commentary
Apr 25, 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 StrongBuy and RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 107B vs. MFWJX (1.2B). RIREX pays higher dividends than MFWJX: RIREX (3.13) vs MFWJX (2.20). MFWJX was incepted earlier than RIREX: MFWJX (20 years) vs RIREX (23 years). MFWJX (0.96) is less costly to investors than RIREX (0.62). 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 : 10.67 vs. MFWJX (-0.09). RIREX return over 5 years is better than : 46.74 vs. MFWJX (9.88).
| MFWJX | RIREX | MFWJX / RIREX | |
| Total Expense Ratio | 0.86 | 0.62 | 139% |
| Annual Report Gross Expense Ratio | 0.96 | 0.62 | 155% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 2.790 | 4.267 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.2B | 107B | 1% |
| Annual Yield % from dividends | 2.20 | 3.13 | 70% |
| Returns for 1 year | -0.09 | 10.67 | -1% |
| Returns for 3 years | 2.73 | 15.44 | 18% |
| Returns for 5 years | 9.88 | 46.74 | 21% |
| Returns for 10 years | 14.75 | 34.20 | 43% |
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