Interact to see
Advertisement
Advertisement
MFWJX vs RIRFX
MFWJX vs RIRFX Comparison
Open Charts MFWJX vs RIRFX
MFS Global Total Return R4
Price$17.80
Change+$0.07 (+0.39%)
VolumeN/A
Net Assets1.24B
American Funds Capital Income Bldr R5
Price$77.35
Change+$0.32 (+0.42%)
VolumeN/A
Net Assets116.29B
MFWJX vs RIRFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MFWJX vs. RIRFX commentary
Aug 08, 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 Buy and RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 116B vs. MFWJX (1.24B). RIRFX pays higher dividends than MFWJX: RIRFX (3.25) vs MFWJX (2.52). MFWJX was incepted earlier than RIRFX: MFWJX (20 years) vs RIRFX (23 years). MFWJX (0.94) is less costly to investors than RIRFX (0.31). MFWJX is a more actively managed with annual turnover of: 63.00 vs. RIRFX (56.00). MFWJX has a lower initial minimum investment than RIRFX: MFWJX (0) vs RIRFX (250). RIRFX annual gain was more profitable for investors over the last year : 16.03 vs. MFWJX (4.08). RIRFX return over 5 years is better than : 55.89 vs. MFWJX (5.52).
| MFWJX | RIRFX | MFWJX / RIRFX | |
| Total Expense Ratio | 0.84 | 0.31 | 271% |
| Annual Report Gross Expense Ratio | 0.94 | 0.31 | 303% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 9.854 | 13.719 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 116B | 1% |
| Annual Yield % from dividends | 2.52 | 3.25 | 77% |
| Returns for 1 year | 4.08 | 16.03 | 25% |
| Returns for 3 years | 13.70 | 34.52 | 40% |
| Returns for 5 years | 5.52 | 55.89 | 10% |
| Returns for 10 years | 24.39 | 66.94 | 36% |