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MFWJX vs RIRFX
MFWJX vs RIRFX Comparison
Open Charts MFWJX vs RIRFX
MFS Global Total Return R4
Price$18.21
Change-$0.07 (-0.38%)
VolumeN/A
Net Assets1.27B
American Funds Capital Income Bldr R5
Price$79.54
Change-$0.09 (-0.11%)
VolumeN/A
Net Assets120.2B
MFWJX vs RIRFX Comparison Chart in %
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MFWJX vs. RIRFX commentary
Oct 09, 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: 120B vs. MFWJX (1.27B). RIRFX pays higher dividends than MFWJX: RIRFX (3.17) vs MFWJX (2.59). MFWJX was incepted earlier than RIRFX: MFWJX (21 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 : 12.65 vs. MFWJX (2.91). RIRFX return over 5 years is better than : 59.77 vs. MFWJX (7.78).
| MFWJX | RIRFX | MFWJX / RIRFX | |
| Total Expense Ratio | 0.84 | 0.31 | 271% |
| Annual Report Gross Expense Ratio | 0.94 | 0.31 | 303% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 13.920 | 17.703 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.27B | 120B | 1% |
| Annual Yield % from dividends | 2.59 | 3.17 | 82% |
| Returns for 1 year | 2.91 | 12.65 | 23% |
| Returns for 3 years | 28.93 | 52.72 | 55% |
| Returns for 5 years | 7.78 | 59.77 | 13% |
| Returns for 10 years | 32.44 | 79.14 | 41% |
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