Ad is loading...
MFWTX vs RIRCX
MFWTX vs RIRCX Comparison
Open Charts MFWTX vs RIRCX
MFS Global Total Return A
Price$16.31
Change+$0.20 (+1.24%)
VolumeN/A
Net Assets1.16B
American Funds Capital Income Bldr R3
Price$69.13
Change+$0.98 (+1.44%)
VolumeN/A
Net Assets103.34B
MFWTX vs RIRCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MFWTX vs. RIRCX commentary
Apr 12, 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 Hold and RIRCX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 103B vs. MFWTX (1.16B). RIRCX pays higher dividends than MFWTX: RIRCX (2.84) vs MFWTX (1.95). MFWTX was incepted earlier than RIRCX: MFWTX (35 years) vs RIRCX (23 years). MFWTX (1.21) is less costly to investors than RIRCX (0.91). 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 : 6.31 vs. MFWTX (-4.31). RIRCX return over 5 years is better than : 39.76 vs. MFWTX (4.83).
| MFWTX | RIRCX | MFWTX / RIRCX | |
| Total Expense Ratio | 1.11 | 0.91 | 122% |
| Annual Report Gross Expense Ratio | 1.21 | 0.91 | 133% |
| Fund Existence | 35 years | 23 years | - |
| Gain YTD | -0.889 | 0.750 | -119% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.16B | 103B | 1% |
| Annual Yield % from dividends | 1.95 | 2.84 | 69% |
| Returns for 1 year | -4.31 | 6.31 | -68% |
| Returns for 3 years | -3.06 | 9.11 | -34% |
| Returns for 5 years | 4.83 | 39.76 | 12% |
| Returns for 10 years | 8.95 | 29.78 | 30% |
View a ticker or compare two or three
VS
VS
Ad is loading...