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MFWJX vs RIREX
MFWJX vs RIREX Comparison
Open Charts MFWJX vs RIREX
MFS Global Total Return R4
Price$18.06
Change-$0.07 (-0.39%)
VolumeN/A
Net Assets1.27B
American Funds Capital Income Bldr R4
Price$79.63
Change+$0.39 (+0.49%)
VolumeN/A
Net Assets120.79B
MFWJX vs RIREX Comparison Chart in %
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MFWJX 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 MFWJX is a StrongBuy and RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 121B vs. MFWJX (1.27B). MFWJX pays higher dividends than RIREX: MFWJX (3.03) vs RIREX (2.77). MFWJX was incepted earlier than RIREX: MFWJX (21 years) vs RIREX (24 years). MFWJX (0.94) is less costly to investors than RIREX (0.61). MFWJX is a more actively managed with annual turnover of: 63.00 vs. RIREX (50.00). MFWJX has a lower initial minimum investment than RIREX: MFWJX (0) vs RIREX (250). RIREX annual gain was more profitable for investors over the last year : 16.14 vs. MFWJX (12.13). RIREX return over 5 years is better than : 42.86 vs. MFWJX (4.80).
| MFWJX | RIREX | MFWJX / RIREX | |
| Total Expense Ratio | 0.84 | 0.61 | 138% |
| Annual Report Gross Expense Ratio | 0.94 | 0.61 | 154% |
| Fund Existence | 21 years | 24 years | - |
| Gain YTD | 3.972 | 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 | 3.03 | 2.77 | 110% |
| Returns for 1 year | 12.13 | 16.14 | 75% |
| Returns for 3 years | 16.06 | 35.09 | 46% |
| Returns for 5 years | 4.80 | 42.86 | 11% |
| Returns for 10 years | 42.22 | 73.02 | 58% |
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