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MFWTX vs RIRCX
MFWTX vs RIRCX Comparison
Open Charts MFWTX vs RIRCX
MFS Global Total Return A
Price$16.75
Change+$0.06 (+0.36%)
VolumeN/A
Net Assets1.25B
American Funds Capital Income Bldr R3
Price$71.11
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets107.94B
MFWTX vs RIRCX Comparison Chart
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MFWTX vs. RIRCX commentary
Jan 31, 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 MFWTX is a Buy and RIRCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 108B vs. MFWTX (1.25B). 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 : 11.00 vs. MFWTX (1.09). RIRCX return over 5 years is better than : 26.06 vs. MFWTX (-2.30).
| 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 | 2.455 | 3.058 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 108B | 1% |
| Annual Yield % from dividends | 1.91 | 2.97 | 64% |
| Returns for 1 year | 1.09 | 11.00 | 10% |
| Returns for 3 years | -4.26 | 9.28 | -46% |
| Returns for 5 years | -2.30 | 26.06 | -9% |
| Returns for 10 years | 15.12 | 34.23 | 44% |
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