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MFWHX vs RIRFX
MFWHX vs RIRFX Comparison
Open Charts MFWHX vs RIRFX
MFS Global Total Return R3
Price$18.04
Change+$0.04 (+0.22%)
VolumeN/A
Net Assets1.25B
American Funds Capital Income Bldr R5
Price$79.29
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets119.49B
MFWHX vs RIRFX Comparison Chart in %
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MFWHX vs. RIRFX commentary
Oct 19, 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 RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 119B vs. MFWHX (1.25B). RIRFX pays higher dividends than MFWHX: RIRFX (3.17) vs MFWHX (2.38). MFWHX was incepted earlier than RIRFX: MFWHX (21 years) vs RIRFX (23 years). MFWHX (1.19) is less costly to investors than RIRFX (0.31). MFWHX is a more actively managed with annual turnover of: 63.00 vs. RIRFX (56.00). MFWHX has a lower initial minimum investment than RIRFX: MFWHX (0) vs RIRFX (250). RIRFX annual gain was more profitable for investors over the last year : 11.07 vs. MFWHX (1.32). RIRFX return over 5 years is better than : 59.86 vs. MFWHX (5.33).
| MFWHX | RIRFX | MFWHX / RIRFX | |
| Total Expense Ratio | 1.09 | 0.31 | 352% |
| Annual Report Gross Expense Ratio | 1.19 | 0.31 | 384% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 12.930 | 17.333 | 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 | 2.38 | 3.17 | 75% |
| Returns for 1 year | 1.32 | 11.07 | 12% |
| Returns for 3 years | 25.92 | 50.50 | 51% |
| Returns for 5 years | 5.33 | 59.86 | 9% |
| Returns for 10 years | 27.55 | 77.40 | 36% |
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