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MFWJX vs RIRFX
MFWJX vs RIRFX Comparison
Open Charts MFWJX vs RIRFX
MFS Global Total Return R4
Price$18.11
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets1.26B
American Funds Capital Income Bldr R5
Price$78.39
Change+$0.08 (+0.10%)
VolumeN/A
Net Assets117.97B
MFWJX vs RIRFX Comparison Chart in %
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MFWJX vs. RIRFX commentary
Aug 29, 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: 118B vs. MFWJX (1.26B). RIRFX pays higher dividends than MFWJX: RIRFX (3.25) vs MFWJX (2.52). 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 : 11.09 vs. MFWJX (1.16). RIRFX return over 5 years is better than : 56.09 vs. MFWJX (6.16).
| 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 | 12.146 | 15.248 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 118B | 1% |
| Annual Yield % from dividends | 2.52 | 3.25 | 77% |
| Returns for 1 year | 1.16 | 11.09 | 10% |
| Returns for 3 years | 18.30 | 37.68 | 49% |
| Returns for 5 years | 6.16 | 56.09 | 11% |
| Returns for 10 years | 32.18 | 77.15 | 42% |
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