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MFWGX vs RIRFX
MFWGX vs RIRFX Comparison
Open Charts MFWGX vs RIRFX
MFS Global Total Return R1
Price$16.66
Change+$0.10 (+0.60%)
VolumeN/A
Net Assets1.2B
American Funds Capital Income Bldr R5
Price$71.47
Change+$0.73 (+1.03%)
VolumeN/A
Net Assets107.13B
MFWGX vs RIRFX Comparison Chart
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MFWGX vs. RIRFX commentary
Apr 25, 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 StrongBuy and RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 107B vs. MFWGX (1.2B). RIRFX pays higher dividends than MFWGX: RIRFX (3.42) vs MFWGX (1.22). MFWGX was incepted earlier than RIRFX: MFWGX (20 years) vs RIRFX (23 years). MFWGX (1.96) is less costly to investors than RIRFX (0.31). 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 : 11.01 vs. MFWGX (-1.09). RIRFX return over 5 years is better than : 55.84 vs. MFWGX (4.46).
| MFWGX | RIRFX | MFWGX / RIRFX | |
| Total Expense Ratio | 1.86 | 0.31 | 600% |
| Annual Report Gross Expense Ratio | 1.96 | 0.31 | 632% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 2.478 | 4.359 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.2B | 107B | 1% |
| Annual Yield % from dividends | 1.22 | 3.42 | 36% |
| Returns for 1 year | -1.09 | 11.01 | -10% |
| Returns for 3 years | -0.38 | 18.91 | -2% |
| Returns for 5 years | 4.46 | 55.84 | 8% |
| Returns for 10 years | 3.79 | 48.19 | 8% |
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