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MFWHX vs RIRCX
MFWHX vs RIRCX Comparison
Open Charts MFWHX vs RIRCX
MFS Global Total Return R3
Price$18.04
Change+$0.04 (+0.22%)
VolumeN/A
Net Assets1.25B
American Funds Capital Income Bldr R3
Price$79.30
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets119.49B
MFWHX vs RIRCX Comparison Chart in %
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MFWHX vs. RIRCX commentary
Oct 19, 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 MFWHX is a Hold and RIRCX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 119B vs. MFWHX (1.25B). RIRCX pays higher dividends than MFWHX: RIRCX (2.61) vs MFWHX (2.38). MFWHX was incepted earlier than RIRCX: MFWHX (21 years) vs RIRCX (23 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 : 10.41 vs. MFWHX (1.32). RIRCX return over 5 years is better than : 50.59 vs. MFWHX (5.33).
| 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 | 23 years | - |
| Gain YTD | 12.930 | 16.781 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 119B | 1% |
| Annual Yield % from dividends | 2.38 | 2.61 | 91% |
| Returns for 1 year | 1.32 | 10.41 | 13% |
| Returns for 3 years | 25.92 | 46.32 | 56% |
| Returns for 5 years | 5.33 | 50.59 | 11% |
| Returns for 10 years | 27.55 | 58.17 | 47% |
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