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MFWJX vs RIRFX
MFWJX vs RIRFX Comparison
Open Charts MFWJX vs RIRFX
MFS Global Total Return R4
Price$16.73
Change-$0.21 (-1.24%)
VolumeN/A
Net Assets1.23B
American Funds Capital Income Bldr R5
Price$71.09
Change-$1.20 (-1.66%)
VolumeN/A
Net Assets109.78B
MFWJX vs RIRFX Comparison Chart
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MFWJX vs. RIRFX commentary
Apr 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 StrongBuy and RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 110B vs. MFWJX (1.23B). RIRFX pays higher dividends than MFWJX: RIRFX (3.42) vs MFWJX (2.20). MFWJX was incepted earlier than RIRFX: MFWJX (20 years) vs RIRFX (23 years). MFWJX (0.96) is less costly to investors than RIRFX (0.31). 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 : 8.67 vs. MFWJX (-0.81). RIRFX return over 5 years is better than : 63.74 vs. MFWJX (18.80).
| MFWJX | RIRFX | MFWJX / RIRFX | |
| Total Expense Ratio | 0.86 | 0.31 | 277% |
| Annual Report Gross Expense Ratio | 0.96 | 0.31 | 310% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 4.081 | 3.804 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 110B | 1% |
| Annual Yield % from dividends | 2.20 | 3.42 | 64% |
| Returns for 1 year | -0.81 | 8.67 | -9% |
| Returns for 3 years | 0.32 | 15.04 | 2% |
| Returns for 5 years | 18.80 | 63.74 | 29% |
| Returns for 10 years | 17.71 | 50.53 | 35% |
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