Ad is loading...
MFWGX vs RIREX
MFWGX vs RIREX Comparison
Open Charts MFWGX vs RIREX
MFS Global Total Return R1
Price$16.29
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets1.23B
American Funds Capital Income Bldr R4
Price$69.93
Change+$0.35 (+0.50%)
VolumeN/A
Net Assets106.93B
MFWGX vs RIREX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MFWGX vs. RIREX commentary
Jan 19, 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: 107B vs. MFWGX (1.23B). RIREX pays higher dividends than MFWGX: RIREX (3.26) vs MFWGX (1.24). MFWGX was incepted earlier than RIREX: MFWGX (20 years) vs RIREX (23 years). RIREX is a more actively managed with annual turnover of: 106.00 vs. MFWGX (69.00). 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 : 10.71 vs. MFWGX (-0.03). RIREX return over 5 years is better than : 22.59 vs. MFWGX (-9.21).
| MFWGX | RIREX | MFWGX / RIREX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 0.742 | 1.436 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 107B | 1% |
| Annual Yield % from dividends | 1.24 | 3.26 | 38% |
| Returns for 1 year | -0.03 | 10.71 | -0% |
| Returns for 3 years | -9.35 | 7.41 | -126% |
| Returns for 5 years | -9.21 | 22.59 | -41% |
| Returns for 10 years | 5.16 | 34.07 | 15% |
View a ticker or compare two or three
VS
VS
Ad is loading...