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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-$0.08 (-0.44%)
VolumeN/A
Net Assets1.27B
American Funds Capital Income Bldr R4
Price$79.63
Change+$0.39 (+0.49%)
VolumeN/A
Net Assets120.79B
MFWHX vs RIREX Comparison Chart in %
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MFWHX vs. RIREX commentary
Feb 04, 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 RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 121B vs. MFWHX (1.27B). MFWHX (2.82) and RIREX (2.77) have matching dividends . MFWHX was incepted earlier than RIREX: MFWHX (21 years) vs RIREX (24 years). MFWHX (1.19) is less costly to investors than RIREX (0.61). MFWHX is a more actively managed with annual turnover of: 63.00 vs. RIREX (50.00). 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 : 16.14 vs. MFWHX (11.81). RIREX return over 5 years is better than : 42.86 vs. MFWHX (3.31).
| MFWHX | RIREX | MFWHX / RIREX | |
| Total Expense Ratio | 1.09 | 0.61 | 179% |
| Annual Report Gross Expense Ratio | 1.19 | 0.61 | 195% |
| Fund Existence | 21 years | 24 years | - |
| Gain YTD | 3.942 | 3.564 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.27B | 121B | 1% |
| Annual Yield % from dividends | 2.82 | 2.77 | 102% |
| Returns for 1 year | 11.81 | 16.14 | 73% |
| Returns for 3 years | 15.04 | 35.09 | 43% |
| Returns for 5 years | 3.31 | 42.86 | 8% |
| Returns for 10 years | 38.42 | 73.02 | 53% |