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MFWJX vs RIRFX
MFWJX vs RIRFX Comparison
Open Charts MFWJX vs RIRFX
MFS Global Total Return R4
Price$16.94
Change-$0.04 (-0.24%)
VolumeN/A
Net Assets1.24B
American Funds Capital Income Bldr R5
Price$72.51
Change-$0.25 (-0.34%)
VolumeN/A
Net Assets110.16B
MFWJX vs RIRFX Comparison Chart
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MFWJX vs. RIRFX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 110B vs. MFWJX (1.24B). 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 : 12.45 vs. MFWJX (1.83). RIRFX return over 5 years is better than : 36.57 vs. MFWJX (-0.89).
| 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 | 3.799 | 5.133 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 110B | 1% |
| Annual Yield % from dividends | 2.14 | 3.55 | 60% |
| Returns for 1 year | 1.83 | 12.45 | 15% |
| Returns for 3 years | -0.46 | 17.77 | -3% |
| Returns for 5 years | -0.89 | 36.57 | -2% |
| Returns for 10 years | 17.14 | 49.63 | 35% |