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MFWGX vs RIREX
MFWGX vs RIREX Comparison
Open Charts MFWGX vs RIREX
MFS Global Total Return R1
Price$17.40
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets1.23B
American Funds Capital Income Bldr R4
Price$75.81
Change+$0.54 (+0.72%)
VolumeN/A
Net Assets113.9B
MFWGX vs RIREX Comparison Chart in %
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MFWGX vs. RIREX commentary
Jun 27, 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: 114B vs. MFWGX (1.23B). RIREX pays higher dividends than MFWGX: RIREX (3.02) vs MFWGX (1.19). 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: 69.00 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 : 14.79 vs. MFWGX (2.59). RIREX return over 5 years is better than : 51.44 vs. MFWGX (4.25).
| 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 | 7.614 | 11.338 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 114B | 1% |
| Annual Yield % from dividends | 1.19 | 3.02 | 39% |
| Returns for 1 year | 2.59 | 14.79 | 18% |
| Returns for 3 years | 11.34 | 30.64 | 37% |
| Returns for 5 years | 4.25 | 51.44 | 8% |
| Returns for 10 years | 12.47 | 50.20 | 25% |
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