Interact to see
Advertisement
Advertisement
MFWGX vs RIREX
MFWGX vs RIREX Comparison
Open Charts MFWGX vs RIREX
MFS Global Total Return R1
Price$17.47
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets1.24B
American Funds Capital Income Bldr R4
Price$76.79
Change+$0.02 (+0.03%)
VolumeN/A
Net Assets116.07B
MFWGX vs RIREX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MFWGX vs. RIREX commentary
Jul 20, 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 MFWGX is a Hold and RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 116B vs. MFWGX (1.24B). RIREX pays higher dividends than MFWGX: RIREX (2.97) vs MFWGX (1.57). MFWGX was incepted earlier than RIREX: MFWGX (20 years) vs RIREX (23 years). MFWGX (1.94) is less costly to investors than RIREX (0.62). MFWGX is a more actively managed with annual turnover of: 63.00 vs. RIREX (56.00). MFWGX has a lower initial minimum investment than RIREX: MFWGX (0) vs RIREX (250). RIREX annual gain was more profitable for investors over the last year : 12.91 vs. MFWGX (0.69). RIREX return over 5 years is better than : 47.84 vs. MFWGX (1.51).
| MFWGX | RIREX | MFWGX / RIREX | |
| Total Expense Ratio | 1.84 | 0.62 | 297% |
| Annual Report Gross Expense Ratio | 1.94 | 0.62 | 313% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 8.769 | 12.778 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 116B | 1% |
| Annual Yield % from dividends | 1.57 | 2.97 | 53% |
| Returns for 1 year | 0.69 | 12.91 | 5% |
| Returns for 3 years | 13.03 | 33.04 | 39% |
| Returns for 5 years | 1.51 | 47.84 | 3% |
| Returns for 10 years | 12.32 | 49.94 | 25% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement