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MFWTX vs RIRCX
MFWTX vs RIRCX Comparison
Open Charts MFWTX vs RIRCX
MFS Global Total Return A
Price$18.35
Change+$0.08 (+0.44%)
VolumeN/A
Net Assets1.25B
American Funds Capital Income Bldr R3
Price$80.91
Change+$0.40 (+0.50%)
VolumeN/A
Net Assets120.93B
MFWTX vs RIRCX Comparison Chart in %
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MFWTX vs. RIRCX commentary
Dec 04, 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 MFWTX is a StrongBuy and RIRCX is a Hold.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 121B vs. MFWTX (1.25B). RIRCX pays higher dividends than MFWTX: RIRCX (2.55) vs MFWTX (2.35). MFWTX was incepted earlier than RIRCX: MFWTX (35 years) vs RIRCX (24 years). MFWTX (1.19) is less costly to investors than RIRCX (0.91). MFWTX is a more actively managed with annual turnover of: 63.00 vs. RIRCX (56.00). RIRCX has a lower initial minimum investment than MFWTX: RIRCX (250) vs MFWTX (1000). RIRCX annual gain was more profitable for investors over the last year : 13.28 vs. MFWTX (2.82). RIRCX return over 5 years is better than : 44.38 vs. MFWTX (0.39).
| MFWTX | RIRCX | MFWTX / RIRCX | |
| Total Expense Ratio | 1.09 | 0.91 | 120% |
| Annual Report Gross Expense Ratio | 1.19 | 0.91 | 131% |
| Fund Existence | 35 years | 24 years | - |
| Gain YTD | 13.806 | 18.666 | 74% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 121B | 1% |
| Annual Yield % from dividends | 2.35 | 2.55 | 92% |
| Returns for 1 year | 2.82 | 13.28 | 21% |
| Returns for 3 years | 14.35 | 34.03 | 42% |
| Returns for 5 years | 0.39 | 44.38 | 1% |
| Returns for 10 years | 28.53 | 63.07 | 45% |
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