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MFWJX vs RIRFX
MFWJX vs RIRFX Comparison
Open Charts MFWJX vs RIRFX
MFS Global Total Return R4
Price$17.44
Change+$0.05 (+0.29%)
VolumeN/A
Net Assets1.23B
American Funds Capital Income Bldr R5
Price$75.06
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets113.04B
MFWJX vs RIRFX Comparison Chart
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MFWJX vs. RIRFX commentary
Jun 04, 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: 113B 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 : 13.85 vs. MFWJX (1.42). RIRFX return over 5 years is better than : 53.32 vs. MFWJX (6.42).
| 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 | 6.846 | 9.601 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 113B | 1% |
| Annual Yield % from dividends | 2.14 | 3.30 | 65% |
| Returns for 1 year | 1.42 | 13.85 | 10% |
| Returns for 3 years | 8.23 | 25.39 | 32% |
| Returns for 5 years | 6.42 | 53.32 | 12% |
| Returns for 10 years | 22.66 | 60.37 | 38% |
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