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MFWGX vs RIRFX
MFWGX vs RIRFX Comparison
Open Charts MFWGX vs RIRFX
MFS Global Total Return R1
Price$17.74
Change-$0.07 (-0.39%)
VolumeN/A
Net Assets1.23B
American Funds Capital Income Bldr R5
Price$79.04
Change-$0.18 (-0.23%)
VolumeN/A
Net Assets119.1B
MFWGX vs RIRFX Comparison Chart in %
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MFWGX vs. RIRFX commentary
Nov 20, 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: 119B vs. MFWGX (1.24B). RIRFX pays higher dividends than MFWGX: RIRFX (3.17) vs MFWGX (1.73). MFWGX was incepted earlier than RIRFX: MFWGX (21 years) vs RIRFX (24 years). MFWGX (1.94) is less costly to investors than RIRFX (0.31). MFWGX is a more actively managed with annual turnover of: 63.00 vs. RIRFX (56.00). 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 : 13.37 vs. MFWGX (1.99). RIRFX return over 5 years is better than : 53.46 vs. MFWGX (-3.27).
| MFWGX | RIRFX | MFWGX / RIRFX | |
| Total Expense Ratio | 1.84 | 0.31 | 594% |
| Annual Report Gross Expense Ratio | 1.94 | 0.31 | 626% |
| Fund Existence | 21 years | 24 years | - |
| Gain YTD | 11.266 | 16.963 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 119B | 1% |
| Annual Yield % from dividends | 1.73 | 3.17 | 55% |
| Returns for 1 year | 1.99 | 13.37 | 15% |
| Returns for 3 years | 13.49 | 39.48 | 34% |
| Returns for 5 years | -3.27 | 53.46 | -6% |
| Returns for 10 years | 17.28 | 78.08 | 22% |
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