Interact to see
Advertisement
Advertisement
MFWGX vs RIREX
MFWGX vs RIREX Comparison
Open Charts MFWGX vs RIREX
MFS Global Total Return R1
Price$17.74
Change-$0.07 (-0.39%)
VolumeN/A
Net Assets1.23B
American Funds Capital Income Bldr R4
Price$78.98
Change-$0.18 (-0.23%)
VolumeN/A
Net Assets119.1B
MFWGX vs RIREX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MFWGX vs. RIREX commentary
Nov 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 Hold.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 119B vs. MFWGX (1.24B). RIREX pays higher dividends than MFWGX: RIREX (2.89) vs MFWGX (1.73). MFWGX was incepted earlier than RIREX: MFWGX (21 years) vs RIREX (24 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 : 13.02 vs. MFWGX (1.99). RIREX return over 5 years is better than : 46.33 vs. MFWGX (-3.27).
| MFWGX | RIREX | MFWGX / RIREX | |
| Total Expense Ratio | 1.84 | 0.62 | 297% |
| Annual Report Gross Expense Ratio | 1.94 | 0.62 | 313% |
| Fund Existence | 21 years | 24 years | - |
| Gain YTD | 11.266 | 16.665 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 119B | 1% |
| Annual Yield % from dividends | 1.73 | 2.89 | 60% |
| Returns for 1 year | 1.99 | 13.02 | 15% |
| Returns for 3 years | 13.49 | 36.76 | 37% |
| Returns for 5 years | -3.27 | 46.33 | -7% |
| Returns for 10 years | 17.28 | 61.04 | 28% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement