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MFWHX vs RIRFX
MFWHX vs RIRFX Comparison
Open Charts MFWHX vs RIRFX
MFS Global Total Return R3
Price$17.60
Change+$0.09 (+0.51%)
VolumeN/A
Net Assets1.25B
American Funds Capital Income Bldr R5
Price$78.44
Change+$0.31 (+0.40%)
VolumeN/A
Net Assets120.79B
MFWHX vs RIRFX Comparison Chart in %
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MFWHX vs. RIRFX 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 RIRFX is a Hold.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 121B vs. MFWHX (1.25B). RIRFX pays higher dividends than MFWHX: RIRFX (3.14) vs MFWHX (2.92). MFWHX was incepted earlier than RIRFX: MFWHX (21 years) vs RIRFX (24 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 : 18.25 vs. MFWHX (12.74). RIRFX return over 5 years is better than : 46.19 vs. MFWHX (-0.38).
| 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 | 24 years | - |
| Gain YTD | 1.507 | 1.976 | 76% |
| 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 | 3.14 | 93% |
| Returns for 1 year | 12.74 | 18.25 | 70% |
| Returns for 3 years | 12.41 | 34.04 | 36% |
| Returns for 5 years | -0.38 | 46.19 | -1% |
| Returns for 10 years | 38.01 | 93.81 | 41% |
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