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MFWTX vs RIRCX
MFWTX vs RIRCX Comparison
Open Charts MFWTX vs RIRCX
MFS Global Total Return A
Price$17.70
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets1.24B
American Funds Capital Income Bldr R3
Price$77.02
Change+$0.17 (+0.22%)
VolumeN/A
Net Assets116.05B
MFWTX vs RIRCX Comparison Chart in %
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MFWTX vs. RIRCX commentary
Aug 07, 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: 116B vs. MFWTX (1.24B). RIRCX pays higher dividends than MFWTX: RIRCX (2.70) vs MFWTX (2.28). MFWTX was incepted earlier than RIRCX: MFWTX (35 years) vs RIRCX (23 years). MFWTX (1.19) is less costly to investors than RIRCX (0.91). MFWTX is a more actively managed with annual turnover of: 63.00 vs. RIRCX (56.00). 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 : 14.77 vs. MFWTX (3.71). RIRCX return over 5 years is better than : 45.44 vs. MFWTX (4.04).
| MFWTX | RIRCX | MFWTX / RIRCX | |
| Total Expense Ratio | 1.09 | 0.91 | 120% |
| Annual Report Gross Expense Ratio | 1.19 | 0.91 | 131% |
| Fund Existence | 35 years | 23 years | - |
| Gain YTD | 9.559 | 12.856 | 74% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 116B | 1% |
| Annual Yield % from dividends | 2.28 | 2.70 | 85% |
| Returns for 1 year | 3.71 | 14.77 | 25% |
| Returns for 3 years | 12.90 | 29.94 | 43% |
| Returns for 5 years | 4.04 | 45.44 | 9% |
| Returns for 10 years | 22.03 | 49.58 | 44% |
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