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MFWJX vs RIRFX
MFWJX vs RIRFX Comparison
Open Charts MFWJX vs RIRFX
MFS Global Total Return R4
Price$17.61
Change-$0.03 (-0.17%)
VolumeN/A
Net Assets1.24B
American Funds Capital Income Bldr R5
Price$75.30
Change-$0.30 (-0.40%)
VolumeN/A
Net Assets114.36B
MFWJX vs RIRFX Comparison Chart in %
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MFWJX vs. RIRFX commentary
Jun 26, 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 RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 114B vs. MFWJX (1.24B). RIRFX pays higher dividends than MFWJX: RIRFX (3.30) vs MFWJX (2.14). 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: 69.00 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 : 13.88 vs. MFWJX (3.22). RIRFX return over 5 years is better than : 58.72 vs. MFWJX (9.86).
| 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 | 8.382 | 10.706 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 114B | 1% |
| Annual Yield % from dividends | 2.14 | 3.30 | 65% |
| Returns for 1 year | 3.22 | 13.88 | 23% |
| Returns for 3 years | 14.97 | 33.16 | 45% |
| Returns for 5 years | 9.86 | 58.72 | 17% |
| Returns for 10 years | 23.39 | 62.22 | 38% |
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