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MFWGX vs RIRFX
MFWGX vs RIRFX Comparison
Open Charts MFWGX vs RIRFX
MFS Global Total Return R1
Price$16.29
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets1.23B
American Funds Capital Income Bldr R5
Price$69.96
Change+$0.34 (+0.49%)
VolumeN/A
Net Assets106.93B
MFWGX vs RIRFX Comparison Chart
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MFWGX vs. RIRFX 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 RIRFX is a Hold.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 107B vs. MFWGX (1.23B). RIRFX pays higher dividends than MFWGX: RIRFX (3.55) vs MFWGX (1.24). MFWGX was incepted earlier than RIRFX: MFWGX (20 years) vs RIRFX (23 years). RIRFX is a more actively managed with annual turnover of: 106.00 vs. MFWGX (69.00). MFWGX has a lower initial minimum investment than RIRFX: MFWGX (0) vs RIRFX (250). RIRFX annual gain was more profitable for investors over the last year : 11.02 vs. MFWGX (-0.03). RIRFX return over 5 years is better than : 31.07 vs. MFWGX (-9.21).
| MFWGX | RIRFX | MFWGX / RIRFX | |
| 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 | 1.435 | 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 | 3.55 | 35% |
| Returns for 1 year | -0.03 | 11.02 | -0% |
| Returns for 3 years | -9.35 | 11.17 | -84% |
| Returns for 5 years | -9.21 | 31.07 | -30% |
| Returns for 10 years | 5.16 | 47.95 | 11% |
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