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MFWJX vs RIREX
MFWJX vs RIREX Comparison
Open Charts MFWJX vs RIREX
MFS Global Total Return R4
Price$17.90
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets1.25B
American Funds Capital Income Bldr R4
Price$77.67
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets117.32B
MFWJX vs RIREX Comparison Chart in %
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MFWJX vs. RIREX commentary
Jul 27, 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 Hold and RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 117B vs. MFWJX (1.25B). RIREX pays higher dividends than MFWJX: RIREX (2.97) vs MFWJX (2.50). 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 : 14.95 vs. MFWJX (4.07). RIREX return over 5 years is better than : 50.00 vs. MFWJX (7.83).
| 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 | 10.907 | 14.070 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 117B | 1% |
| Annual Yield % from dividends | 2.50 | 2.97 | 84% |
| Returns for 1 year | 4.07 | 14.95 | 27% |
| Returns for 3 years | 17.21 | 34.14 | 50% |
| Returns for 5 years | 7.83 | 50.00 | 16% |
| Returns for 10 years | 26.71 | 53.10 | 50% |
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