Interact to see
Advertisement
Advertisement
MFWTX vs RIRCX
MFWTX vs RIRCX Comparison
Open Charts MFWTX vs RIRCX
MFS Global Total Return A
Price$18.18
Change-$0.06 (-0.33%)
VolumeN/A
Net Assets1.27B
American Funds Capital Income Bldr R3
Price$79.57
Change-$0.08 (-0.10%)
VolumeN/A
Net Assets120.2B
MFWTX vs RIRCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MFWTX vs. RIRCX commentary
Oct 08, 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 StrongBuy and RIRCX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 120B vs. MFWTX (1.27B). RIRCX pays higher dividends than MFWTX: RIRCX (2.61) vs MFWTX (2.37). 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 : 12.01 vs. MFWTX (2.65). RIRCX return over 5 years is better than : 50.52 vs. MFWTX (6.34).
| 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 | 13.681 | 17.179 | 80% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.27B | 120B | 1% |
| Annual Yield % from dividends | 2.37 | 2.61 | 91% |
| Returns for 1 year | 2.65 | 12.01 | 22% |
| Returns for 3 years | 27.88 | 48.49 | 57% |
| Returns for 5 years | 6.34 | 50.52 | 13% |
| Returns for 10 years | 29.10 | 59.71 | 49% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement