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MFWHX vs RIRCX
MFWHX vs RIRCX Comparison
Open Charts MFWHX vs RIRCX
MFS Global Total Return R3
Price$17.60
Change+$0.09 (+0.51%)
VolumeN/A
Net Assets1.25B
American Funds Capital Income Bldr R3
Price$78.46
Change+$0.31 (+0.40%)
VolumeN/A
Net Assets120.79B
MFWHX vs RIRCX Comparison Chart in %
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MFWHX vs. RIRCX commentary
Jan 15, 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 MFWHX is a Hold and RIRCX is a Hold.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 121B vs. MFWHX (1.25B). MFWHX pays higher dividends than RIRCX: MFWHX (2.92) vs RIRCX (2.57). MFWHX was incepted earlier than RIRCX: MFWHX (21 years) vs RIRCX (24 years). MFWHX (1.19) is less costly to investors than RIRCX (0.91). MFWHX is a more actively managed with annual turnover of: 63.00 vs. RIRCX (56.00). MFWHX has a lower initial minimum investment than RIRCX: MFWHX (0) vs RIRCX (250). RIRCX annual gain was more profitable for investors over the last year : 17.63 vs. MFWHX (12.74). RIRCX return over 5 years is better than : 37.23 vs. MFWHX (-0.38).
| MFWHX | RIRCX | MFWHX / RIRCX | |
| Total Expense Ratio | 1.09 | 0.91 | 120% |
| Annual Report Gross Expense Ratio | 1.19 | 0.91 | 131% |
| Fund Existence | 21 years | 24 years | - |
| Gain YTD | 1.507 | 1.559 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 121B | 1% |
| Annual Yield % from dividends | 2.92 | 2.57 | 113% |
| Returns for 1 year | 12.74 | 17.63 | 72% |
| Returns for 3 years | 12.41 | 31.14 | 40% |
| Returns for 5 years | -0.38 | 37.23 | -1% |
| Returns for 10 years | 38.01 | 71.84 | 53% |
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