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MFWHX vs RIREX
MFWHX vs RIREX Comparison
Open Charts MFWHX vs RIREX
MFS Global Total Return R3
Price$17.93
Change+$0.10 (+0.56%)
VolumeN/A
Net Assets1.25B
American Funds Capital Income Bldr R4
Price$78.73
Change+$0.44 (+0.56%)
VolumeN/A
Net Assets118.94B
MFWHX vs RIREX Comparison Chart in %
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MFWHX vs. RIREX commentary
Sep 28, 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 RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 119B vs. MFWHX (1.25B). RIREX pays higher dividends than MFWHX: RIREX (2.90) vs MFWHX (2.23). MFWHX was incepted earlier than RIREX: MFWHX (21 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: 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 : 10.21 vs. MFWHX (-0.06). RIREX return over 5 years is better than : 55.39 vs. MFWHX (7.90).
| 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 | 23 years | - |
| Gain YTD | 12.242 | 16.296 | 75% |
| 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 | 2.23 | 2.90 | 77% |
| Returns for 1 year | -0.06 | 10.21 | -1% |
| Returns for 3 years | 27.85 | 48.95 | 57% |
| Returns for 5 years | 7.90 | 55.39 | 14% |
| Returns for 10 years | 32.70 | 70.11 | 47% |
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