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MFWJX vs RIREX
MFWJX vs RIREX Comparison
Open Charts MFWJX vs RIREX
MFS Global Total Return R4
Price$18.05
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets1.26B
American Funds Capital Income Bldr R4
Price$77.99
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets117.69B
MFWJX vs RIREX Comparison Chart in %
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MFWJX vs. RIREX commentary
Aug 18, 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 MFWJX is a Buy and RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 118B vs. MFWJX (1.26B). RIREX pays higher dividends than MFWJX: RIREX (2.97) vs MFWJX (2.52). MFWJX was incepted earlier than RIREX: MFWJX (20 years) vs RIREX (23 years). MFWJX (0.94) is less costly to investors than RIREX (0.62). MFWJX is a more actively managed with annual turnover of: 63.00 vs. RIREX (56.00). 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 : 12.52 vs. MFWJX (3.24). RIREX return over 5 years is better than : 48.17 vs. MFWJX (6.61).
| MFWJX | RIREX | MFWJX / RIREX | |
| Total Expense Ratio | 0.84 | 0.62 | 135% |
| Annual Report Gross Expense Ratio | 0.94 | 0.62 | 152% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 11.836 | 14.540 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 118B | 1% |
| Annual Yield % from dividends | 2.52 | 2.97 | 85% |
| Returns for 1 year | 3.24 | 12.52 | 26% |
| Returns for 3 years | 13.55 | 29.65 | 46% |
| Returns for 5 years | 6.61 | 48.17 | 14% |
| Returns for 10 years | 27.93 | 53.55 | 52% |
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