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MFWHX vs RIREX
MFWHX vs RIREX Comparison
Open Charts MFWHX vs RIREX
MFS Global Total Return R3
Price$17.70
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets1.26B
American Funds Capital Income Bldr R4
Price$76.99
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
MFWHX vs RIREX Comparison Chart in %
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MFWHX vs. RIREX commentary
Jul 07, 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 Buy and RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 116B vs. MFWHX (1.26B). RIREX pays higher dividends than MFWHX: RIREX (2.97) vs MFWHX (2.28). MFWHX was incepted earlier than RIREX: MFWHX (20 years) vs RIREX (23 years). MFWHX (1.19) is less costly to investors than RIREX (0.62). MFWHX is a more actively managed with annual turnover of: 69.00 vs. RIREX (56.00). MFWHX has a lower initial minimum investment than RIREX: MFWHX (0) vs RIREX (250). RIREX annual gain was more profitable for investors over the last year : 15.71 vs. MFWHX (4.74). RIREX return over 5 years is better than : 50.20 vs. MFWHX (8.78).
| MFWHX | RIREX | MFWHX / RIREX | |
| Total Expense Ratio | 1.09 | 0.62 | 176% |
| Annual Report Gross Expense Ratio | 1.19 | 0.62 | 192% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 10.225 | 13.071 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 116B | 1% |
| Annual Yield % from dividends | 2.28 | 2.97 | 77% |
| Returns for 1 year | 4.74 | 15.71 | 30% |
| Returns for 3 years | 16.96 | 33.22 | 51% |
| Returns for 5 years | 8.78 | 50.20 | 17% |
| Returns for 10 years | 24.11 | 52.98 | 46% |
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