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MFWJX vs RIRFX
MFWJX vs RIRFX Comparison
Open Charts MFWJX vs RIRFX
MFS Global Total Return R4
Price$18.28
Change-$0.07 (-0.38%)
VolumeN/A
Net Assets1.26B
American Funds Capital Income Bldr R5
Price$80.13
Change-$0.64 (-0.79%)
VolumeN/A
Net Assets121.54B
MFWJX vs RIRFX Comparison Chart in %
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MFWJX vs. RIRFX commentary
Nov 14, 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 RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 122B vs. MFWJX (1.26B). RIRFX pays higher dividends than MFWJX: RIRFX (3.17) vs MFWJX (2.61). 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 : 15.33 vs. MFWJX (4.50). RIRFX return over 5 years is better than : 57.90 vs. MFWJX (4.09).
| 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 | 14.356 | 19.523 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 122B | 1% |
| Annual Yield % from dividends | 2.61 | 3.17 | 82% |
| Returns for 1 year | 4.50 | 15.33 | 29% |
| Returns for 3 years | 19.51 | 42.89 | 45% |
| Returns for 5 years | 4.09 | 57.90 | 7% |
| Returns for 10 years | 34.35 | 86.22 | 40% |
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