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MFWGX vs RIREX
MFWGX vs RIREX Comparison
Open Charts MFWGX vs RIREX
MFS Global Total Return R1
Price$15.99
Change-$0.58 (-3.50%)
VolumeN/A
Net Assets1.21B
American Funds Capital Income Bldr R4
Price$67.81
Change-$3.25 (-4.57%)
VolumeN/A
Net Assets107.94B
MFWGX vs RIREX Comparison Chart
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MFWGX vs. RIREX commentary
Apr 05, 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: 108B vs. MFWGX (1.21B). RIREX pays higher dividends than MFWGX: RIREX (3.13) vs MFWGX (1.22). MFWGX was incepted earlier than RIREX: MFWGX (20 years) vs RIREX (23 years). MFWGX (1.96) is less costly to investors than RIREX (0.62). 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 : 8.34 vs. MFWGX (-1.86). RIREX return over 5 years is better than : 54.17 vs. MFWGX (12.90).
| MFWGX | RIREX | MFWGX / RIREX | |
| Total Expense Ratio | 1.86 | 0.62 | 300% |
| Annual Report Gross Expense Ratio | 1.96 | 0.62 | 316% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 3.777 | 3.727 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 108B | 1% |
| Annual Yield % from dividends | 1.22 | 3.13 | 39% |
| Returns for 1 year | -1.86 | 8.34 | -22% |
| Returns for 3 years | -2.71 | 11.68 | -23% |
| Returns for 5 years | 12.90 | 54.17 | 24% |
| Returns for 10 years | 6.41 | 36.29 | 18% |
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