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MFWTX vs RIRCX
MFWTX vs RIRCX Comparison
Open Charts MFWTX vs RIRCX
MFS Global Total Return A
Price$16.25
Change-$0.27 (-1.63%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R3
Price$71.13
Change-$1.59 (-2.19%)
VolumeN/A
CapitalizationN/A
MFWTX vs RIRCX Comparison Chart
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MFWTX vs. RIRCX commentary
Dec 19, 2024
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 MFWTX is a Sell and RIRCX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 108B vs. MFWTX (1.26B). RIRCX pays higher dividends than MFWTX: RIRCX (2.97) vs MFWTX (1.91). MFWTX was incepted earlier than RIRCX: MFWTX (34 years) vs RIRCX (23 years). RIRCX is a more actively managed with annual turnover of: 106.00 vs. MFWTX (69.00). RIRCX has a lower initial minimum investment than MFWTX: RIRCX (250) vs MFWTX (1000). RIRCX annual gain was more profitable for investors over the last year : 10.06 vs. MFWTX (0.66). RIRCX return over 5 years is better than : 23.73 vs. MFWTX (-3.50).
| MFWTX | RIRCX | MFWTX / RIRCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 34 years | 23 years | - |
| Gain YTD | -0.996 | 9.193 | -11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 108B | 1% |
| Annual Yield % from dividends | 1.91 | 2.97 | 64% |
| Returns for 1 year | 0.66 | 10.06 | 7% |
| Returns for 3 years | -5.60 | 10.01 | -56% |
| Returns for 5 years | -3.50 | 23.73 | -15% |
| Returns for 10 years | 13.67 | 33.25 | 41% |