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MFWJX vs RIRFX
MFWJX vs RIRFX Comparison
Open Charts MFWJX vs RIRFX
MFS Global Total Return R4
Price$17.43
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets1.24B
American Funds Capital Income Bldr R5
Price$77.22
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets120.93B
MFWJX vs RIRFX Comparison Chart in %
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MFWJX vs. RIRFX commentary
Dec 28, 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 RIRFX is a Hold.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 121B vs. MFWJX (1.24B). RIRFX pays higher dividends than MFWJX: RIRFX (3.08) vs MFWJX (2.57). MFWJX was incepted earlier than RIRFX: MFWJX (21 years) vs RIRFX (24 years). MFWJX (0.94) is less costly to investors than RIRFX (0.31). MFWJX is a more actively managed with annual turnover of: 63.00 vs. RIRFX (56.00). MFWJX has a lower initial minimum investment than RIRFX: MFWJX (0) vs RIRFX (250). RIRFX annual gain was more profitable for investors over the last year : 13.33 vs. MFWJX (8.09). RIRFX return over 5 years is better than : 46.13 vs. MFWJX (1.23).
| MFWJX | RIRFX | MFWJX / RIRFX | |
| Total Expense Ratio | 0.84 | 0.31 | 271% |
| Annual Report Gross Expense Ratio | 0.94 | 0.31 | 303% |
| Fund Existence | 21 years | 24 years | - |
| Gain YTD | 8.623 | 14.270 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 121B | 1% |
| Annual Yield % from dividends | 2.57 | 3.08 | 83% |
| Returns for 1 year | 8.09 | 13.33 | 61% |
| Returns for 3 years | 15.21 | 34.28 | 44% |
| Returns for 5 years | 1.23 | 46.13 | 3% |
| Returns for 10 years | 30.82 | 76.38 | 40% |
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