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MFWCX vs RIREX
MFWCX vs RIREX Comparison
Open Charts MFWCX vs RIREX
MFS Global Total Return C
Price$18.05
Change-$0.08 (-0.44%)
VolumeN/A
Net Assets1.27B
American Funds Capital Income Bldr R4
Price$79.63
Change+$0.39 (+0.49%)
VolumeN/A
Net Assets120.79B
MFWCX vs RIREX Comparison Chart in %
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MFWCX vs. RIREX commentary
Feb 04, 2026
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 MFWCX is a StrongBuy and RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 121B vs. MFWCX (1.27B). RIREX pays higher dividends than MFWCX: RIREX (2.77) vs MFWCX (2.08). MFWCX was incepted earlier than RIREX: MFWCX (32 years) vs RIREX (24 years). MFWCX (1.94) is less costly to investors than RIREX (0.61). MFWCX is a more actively managed with annual turnover of: 63.00 vs. RIREX (50.00). RIREX has a lower initial minimum investment than MFWCX: RIREX (250) vs MFWCX (1000). RIREX annual gain was more profitable for investors over the last year : 16.14 vs. MFWCX (11.00). RIREX return over 5 years is better than : 42.86 vs. MFWCX (-0.27).
| MFWCX | RIREX | MFWCX / RIREX | |
| Total Expense Ratio | 1.84 | 0.61 | 302% |
| Annual Report Gross Expense Ratio | 1.94 | 0.61 | 318% |
| Fund Existence | 32 years | 24 years | - |
| Gain YTD | 3.855 | 3.564 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.27B | 121B | 1% |
| Annual Yield % from dividends | 2.08 | 2.77 | 75% |
| Returns for 1 year | 11.00 | 16.14 | 68% |
| Returns for 3 years | 12.64 | 35.09 | 36% |
| Returns for 5 years | -0.27 | 42.86 | -1% |
| Returns for 10 years | 28.78 | 73.02 | 39% |
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