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MFWGX vs RIRFX
MFWGX vs RIRFX Comparison
Open Charts MFWGX vs RIRFX
MFS Global Total Return R1
Price$17.40
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets1.23B
American Funds Capital Income Bldr R5
Price$75.84
Change+$0.54 (+0.72%)
VolumeN/A
Net Assets113.9B
MFWGX vs RIRFX Comparison Chart in %
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MFWGX vs. RIRFX commentary
Jun 27, 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 Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 114B vs. MFWGX (1.23B). RIRFX pays higher dividends than MFWGX: RIRFX (3.30) vs MFWGX (1.19). MFWGX was incepted earlier than RIRFX: MFWGX (20 years) vs RIRFX (23 years). MFWGX (1.94) is less costly to investors than RIRFX (0.31). MFWGX is a more actively managed with annual turnover of: 69.00 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 : 15.15 vs. MFWGX (2.59). RIRFX return over 5 years is better than : 59.86 vs. MFWGX (4.25).
| MFWGX | RIRFX | MFWGX / RIRFX | |
| Total Expense Ratio | 1.84 | 0.31 | 594% |
| Annual Report Gross Expense Ratio | 1.94 | 0.31 | 626% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 7.614 | 11.499 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 114B | 1% |
| Annual Yield % from dividends | 1.19 | 3.30 | 36% |
| Returns for 1 year | 2.59 | 15.15 | 17% |
| Returns for 3 years | 11.34 | 33.92 | 33% |
| Returns for 5 years | 4.25 | 59.86 | 7% |
| Returns for 10 years | 12.47 | 65.99 | 19% |
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