Interact to see
Advertisement
Advertisement
MFWGX vs RIREX
MFWGX vs RIREX Comparison
Open Charts MFWGX vs RIREX
MFS Global Total Return R1
Price$17.22
Change-$0.03 (-0.17%)
VolumeN/A
Net Assets1.23B
American Funds Capital Income Bldr R4
Price$75.25
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets113.5B
MFWGX vs RIREX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MFWGX vs. RIREX commentary
Jun 07, 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: 113B 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 : 13.10 vs. MFWGX (0.42). RIREX return over 5 years is better than : 42.75 vs. MFWGX (-0.03).
| 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 | 6.748 | 9.799 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 113B | 1% |
| Annual Yield % from dividends | 1.19 | 3.02 | 39% |
| Returns for 1 year | 0.42 | 13.10 | 3% |
| Returns for 3 years | 5.32 | 22.04 | 24% |
| Returns for 5 years | -0.03 | 42.75 | -0% |
| Returns for 10 years | 11.16 | 45.82 | 24% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement