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MFWJX vs RIRFX
MFWJX vs RIRFX Comparison
Open Charts MFWJX vs RIRFX
MFS Global Total Return R4
Price$16.84
Change+$0.11 (+0.66%)
VolumeN/A
Net Assets1.2B
American Funds Capital Income Bldr R5
Price$71.47
Change+$0.73 (+1.03%)
VolumeN/A
Net Assets107.13B
MFWJX vs RIRFX Comparison Chart
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MFWJX vs. RIRFX commentary
Apr 25, 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: 107B vs. MFWJX (1.2B). 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 : 11.01 vs. MFWJX (-0.09). RIRFX return over 5 years is better than : 55.84 vs. MFWJX (9.88).
| 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 | 2.790 | 4.359 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.2B | 107B | 1% |
| Annual Yield % from dividends | 2.20 | 3.42 | 64% |
| Returns for 1 year | -0.09 | 11.01 | -1% |
| Returns for 3 years | 2.73 | 18.91 | 14% |
| Returns for 5 years | 9.88 | 55.84 | 18% |
| Returns for 10 years | 14.75 | 48.19 | 31% |