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MFWHX vs RIREX
MFWHX vs RIREX Comparison
Open Charts MFWHX vs RIREX
MFS Global Total Return R3
Price$17.60
Change+$0.09 (+0.51%)
VolumeN/A
Net Assets1.25B
American Funds Capital Income Bldr R4
Price$78.40
Change+$0.31 (+0.40%)
VolumeN/A
Net Assets120.79B
MFWHX vs RIREX Comparison Chart in %
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MFWHX vs. RIREX commentary
Jan 15, 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 Hold.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 121B vs. MFWHX (1.25B). MFWHX (2.92) and RIREX (2.86) 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 (0.62). 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 : 17.97 vs. MFWHX (12.74). RIREX return over 5 years is better than : 38.97 vs. MFWHX (-0.38).
| 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 | 1.507 | 1.561 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 121B | 1% |
| Annual Yield % from dividends | 2.92 | 2.86 | 102% |
| Returns for 1 year | 12.74 | 17.97 | 71% |
| Returns for 3 years | 12.41 | 32.30 | 38% |
| Returns for 5 years | -0.38 | 38.97 | -1% |
| Returns for 10 years | 38.01 | 74.38 | 51% |
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