Interact to see
Advertisement
Advertisement
MFWJX vs RIRFX
MFWJX vs RIRFX Comparison
Open Charts MFWJX vs RIRFX
MFS Global Total Return R4
Price$18.06
Change-$0.07 (-0.39%)
VolumeN/A
Net Assets1.27B
American Funds Capital Income Bldr R5
Price$79.69
Change+$0.41 (+0.52%)
VolumeN/A
Net Assets120.79B
MFWJX vs RIRFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MFWJX vs. RIRFX commentary
Feb 05, 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 RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 121B vs. MFWJX (1.27B). RIRFX (3.05) and MFWJX (3.03) have matching dividends . MFWJX was incepted earlier than RIRFX: MFWJX (21 years) vs RIRFX (24 years). MFWJX (0.94) is less costly to investors than RIRFX (0.30). MFWJX is a more actively managed with annual turnover of: 63.00 vs. RIRFX (50.00). 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 : 16.50 vs. MFWJX (12.13). RIRFX return over 5 years is better than : 48.75 vs. MFWJX (4.80).
| MFWJX | RIRFX | MFWJX / RIRFX | |
| Total Expense Ratio | 0.84 | 0.30 | 280% |
| Annual Report Gross Expense Ratio | 0.94 | 0.30 | 313% |
| Fund Existence | 21 years | 24 years | - |
| Gain YTD | 3.972 | 3.601 | 110% |
| 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 | 3.05 | 100% |
| Returns for 1 year | 12.13 | 16.50 | 74% |
| Returns for 3 years | 16.06 | 36.34 | 44% |
| Returns for 5 years | 4.80 | 48.75 | 10% |
| Returns for 10 years | 42.22 | 91.51 | 46% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement