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MFWJX vs RIREX
MFWJX vs RIREX Comparison
Open Charts MFWJX vs RIREX
MFS Global Total Return R4
Price$18.21
Change-$0.07 (-0.38%)
VolumeN/A
Net Assets1.27B
American Funds Capital Income Bldr R4
Price$79.51
Change-$0.08 (-0.10%)
VolumeN/A
Net Assets120.2B
MFWJX vs RIREX Comparison Chart in %
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MFWJX vs. RIREX commentary
Oct 09, 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: 120B vs. MFWJX (1.27B). RIREX pays higher dividends than MFWJX: RIREX (2.89) vs MFWJX (2.59). MFWJX was incepted earlier than RIREX: MFWJX (21 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: 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 : 12.33 vs. MFWJX (2.91). RIREX return over 5 years is better than : 52.35 vs. MFWJX (7.78).
| 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 | 23 years | - |
| Gain YTD | 13.920 | 17.448 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.27B | 120B | 1% |
| Annual Yield % from dividends | 2.59 | 2.89 | 90% |
| Returns for 1 year | 2.91 | 12.33 | 24% |
| Returns for 3 years | 28.93 | 49.73 | 58% |
| Returns for 5 years | 7.78 | 52.35 | 15% |
| Returns for 10 years | 32.44 | 61.98 | 52% |
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