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MFWLX vs RIRCX
MFWLX vs RIRCX Comparison
Open Charts MFWLX vs RIRCX
MFS Global Total Return R6
Price$16.77
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets1.21B
American Funds Capital Income Bldr R3
Price$72.63
Change+$0.11 (+0.15%)
VolumeN/A
Net Assets109.59B
MFWLX vs RIRCX Comparison Chart
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MFWLX vs. RIRCX commentary
May 10, 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 MFWLX is a Buy and RIRCX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 110B vs. MFWLX (1.21B). RIRCX pays higher dividends than MFWLX: RIRCX (2.83) vs MFWLX (2.31). MFWLX was incepted earlier than RIRCX: MFWLX (13 years) vs RIRCX (23 years). RIRCX (0.91) is less costly to investors than MFWLX (0.85). MFWLX is a more actively managed with annual turnover of: 69.00 vs. RIRCX (56.00). MFWLX has a lower initial minimum investment than RIRCX: MFWLX (0) vs RIRCX (250). RIRCX annual gain was more profitable for investors over the last year : 9.89 vs. MFWLX (-0.55). RIRCX return over 5 years is better than : 45.88 vs. MFWLX (10.32).
| MFWLX | RIRCX | MFWLX / RIRCX | |
| Total Expense Ratio | 0.77 | 0.91 | 85% |
| Annual Report Gross Expense Ratio | 0.85 | 0.91 | 93% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 4.610 | 5.851 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 110B | 1% |
| Annual Yield % from dividends | 2.31 | 2.83 | 81% |
| Returns for 1 year | -0.55 | 9.89 | -6% |
| Returns for 3 years | 8.82 | 21.51 | 41% |
| Returns for 5 years | 10.32 | 45.88 | 23% |
| Returns for 10 years | 18.54 | 35.86 | 52% |
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