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MFWJX vs RIRFX
MFWJX vs RIRFX Comparison
Open Charts MFWJX vs RIRFX
MFS Global Total Return R4
Price$16.28
Change-$0.27 (-1.63%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R5
Price$71.20
Change-$1.59 (-2.18%)
VolumeN/A
CapitalizationN/A
MFWJX vs RIRFX Comparison Chart
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MFWJX vs. RIRFX commentary
Dec 19, 2024
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 Sell and RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 108B vs. MFWJX (1.26B). RIRFX pays higher dividends than MFWJX: RIRFX (3.55) vs MFWJX (2.14). MFWJX was incepted earlier than RIRFX: MFWJX (20 years) vs RIRFX (23 years). RIRFX is a more actively managed with annual turnover of: 106.00 vs. MFWJX (69.00). 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 : 10.72 vs. MFWJX (0.97). RIRFX return over 5 years is better than : 33.66 vs. MFWJX (-2.22).
| MFWJX | RIRFX | MFWJX / RIRFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | -0.689 | 9.838 | -7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 108B | 1% |
| Annual Yield % from dividends | 2.14 | 3.55 | 60% |
| Returns for 1 year | 0.97 | 10.72 | 9% |
| Returns for 3 years | -4.83 | 14.63 | -33% |
| Returns for 5 years | -2.22 | 33.66 | -7% |
| Returns for 10 years | 16.59 | 48.85 | 34% |
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