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MFWCX vs RIREX
MFWCX vs RIREX Comparison
Open Charts MFWCX vs RIREX
MFS Global Total Return C
Price$17.48
Change-$0.16 (-0.91%)
VolumeN/A
Net Assets1.23B
American Funds Capital Income Bldr R4
Price$75.16
Change-$0.54 (-0.71%)
VolumeN/A
Net Assets113.85B
MFWCX vs RIREX Comparison Chart
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MFWCX vs. RIREX commentary
Jun 16, 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 MFWCX is a Buy and RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 114B vs. MFWCX (1.23B). RIREX pays higher dividends than MFWCX: RIREX (3.02) vs MFWCX (1.11). MFWCX was incepted earlier than RIREX: MFWCX (31 years) vs RIREX (23 years). MFWCX (1.94) is less costly to investors than RIREX (0.62). MFWCX is a more actively managed with annual turnover of: 69.00 vs. RIREX (56.00). 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 : 13.89 vs. MFWCX (1.73). RIREX return over 5 years is better than : 48.32 vs. MFWCX (3.56).
| MFWCX | RIREX | MFWCX / RIREX | |
| Total Expense Ratio | 1.84 | 0.62 | 297% |
| Annual Report Gross Expense Ratio | 1.94 | 0.62 | 313% |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | 7.094 | 10.384 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 114B | 1% |
| Annual Yield % from dividends | 1.11 | 3.02 | 37% |
| Returns for 1 year | 1.73 | 13.89 | 12% |
| Returns for 3 years | 13.12 | 32.31 | 41% |
| Returns for 5 years | 3.56 | 48.32 | 7% |
| Returns for 10 years | 11.32 | 45.96 | 25% |
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