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MFWTX vs RIRCX
MFWTX vs RIRCX Comparison
Open Charts MFWTX vs RIRCX
MFS Global Total Return A
Price$18.24
Change-$0.07 (-0.38%)
VolumeN/A
Net Assets1.26B
American Funds Capital Income Bldr R3
Price$80.10
Change-$0.64 (-0.79%)
VolumeN/A
Net Assets121.54B
MFWTX vs RIRCX Comparison Chart in %
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MFWTX vs. RIRCX 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 MFWTX is a Hold and RIRCX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 122B vs. MFWTX (1.26B). RIRCX pays higher dividends than MFWTX: RIRCX (2.61) vs MFWTX (2.39). MFWTX was incepted earlier than RIRCX: MFWTX (35 years) vs RIRCX (23 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 : 14.64 vs. MFWTX (4.19). RIRCX return over 5 years is better than : 48.75 vs. MFWTX (2.76).
| 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 | 23 years | - |
| Gain YTD | 14.117 | 18.902 | 75% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 122B | 1% |
| Annual Yield % from dividends | 2.39 | 2.61 | 91% |
| Returns for 1 year | 4.19 | 14.64 | 29% |
| Returns for 3 years | 18.61 | 38.93 | 48% |
| Returns for 5 years | 2.76 | 48.75 | 6% |
| Returns for 10 years | 30.95 | 66.01 | 47% |
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