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MFWJX vs RIRFX
MFWJX vs RIRFX Comparison
Open Charts MFWJX vs RIRFX
MFS Global Total Return R4
Price$17.59
Change+$0.06 (+0.34%)
VolumeN/A
Net Assets1.23B
American Funds Capital Income Bldr R5
Price$76.81
Change+$0.14 (+0.18%)
VolumeN/A
Net Assets115.86B
MFWJX vs RIRFX Comparison Chart in %
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MFWJX vs. RIRFX commentary
Jul 18, 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: 116B vs. MFWJX (1.23B). RIRFX pays higher dividends than MFWJX: RIRFX (3.25) vs MFWJX (2.50). 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 : 12.76 vs. MFWJX (0.83). RIRFX return over 5 years is better than : 56.01 vs. MFWJX (6.01).
| 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 | 8.614 | 12.926 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 116B | 1% |
| Annual Yield % from dividends | 2.50 | 3.25 | 77% |
| Returns for 1 year | 0.83 | 12.76 | 7% |
| Returns for 3 years | 17.33 | 38.46 | 45% |
| Returns for 5 years | 6.01 | 56.01 | 11% |
| Returns for 10 years | 23.28 | 65.06 | 36% |
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