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MFWHX vs RIREX
MFWHX vs RIREX Comparison
Open Charts MFWHX vs RIREX
MFS Global Total Return R3
Price$17.30
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets1.24B
American Funds Capital Income Bldr R4
Price$77.13
Change+$0.13 (+0.17%)
VolumeN/A
Net Assets120.93B
MFWHX vs RIREX Comparison Chart in %
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MFWHX vs. RIREX commentary
Dec 25, 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 Hold.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 121B vs. MFWHX (1.24B). RIREX pays higher dividends than MFWHX: RIREX (2.81) vs MFWHX (2.36). MFWHX was incepted earlier than RIREX: MFWHX (21 years) vs RIREX (24 years). MFWHX (1.19) is less costly to investors than RIREX (0.62). MFWHX is a more actively managed with annual turnover of: 63.00 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 : 13.16 vs. MFWHX (7.90). RIREX return over 5 years is better than : 40.32 vs. MFWHX (-0.22).
| MFWHX | RIREX | MFWHX / RIREX | |
| Total Expense Ratio | 1.09 | 0.62 | 176% |
| Annual Report Gross Expense Ratio | 1.19 | 0.62 | 192% |
| Fund Existence | 21 years | 24 years | - |
| Gain YTD | 8.298 | 13.932 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 121B | 1% |
| Annual Yield % from dividends | 2.36 | 2.81 | 84% |
| Returns for 1 year | 7.90 | 13.16 | 60% |
| Returns for 3 years | 14.12 | 33.17 | 43% |
| Returns for 5 years | -0.22 | 40.32 | -1% |
| Returns for 10 years | 27.84 | 60.16 | 46% |
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