MFWHX
Price
$17.70
Change
+$0.02 (+0.11%)
Updated
Jul 3 closing price
Net Assets
1.26B
RIREX
Price
$76.99
Change
+$0.26 (+0.34%)
Updated
Jul 3 closing price
Net Assets
116.46B
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MFWHX vs RIREX

Header iconMFWHX vs RIREX Comparison
Open Charts MFWHX vs RIREXBanner chart's image
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.

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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).
MFWHXRIREXMFWHX / RIREX
Total Expense Ratio1.090.62176%
Annual Report Gross Expense Ratio1.190.62192%
Fund Existence20 years23 years-
Gain YTD10.22513.07178%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets1.26B116B1%
Annual Yield % from dividends2.282.9777%
Returns for 1 year4.7415.7130%
Returns for 3 years16.9633.2251%
Returns for 5 years8.7850.2017%
Returns for 10 years24.1152.9846%
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