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MFWGX vs RIRFX
MFWGX vs RIRFX Comparison
Open Charts MFWGX vs RIRFX
MFS Global Total Return R1
Price$16.75
Change-$0.05 (-0.30%)
VolumeN/A
Net Assets1.24B
American Funds Capital Income Bldr R5
Price$72.51
Change-$0.25 (-0.34%)
VolumeN/A
Net Assets110.16B
MFWGX vs RIRFX Comparison Chart
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MFWGX vs. RIRFX commentary
Feb 23, 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 Buy and RIRFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 110B vs. MFWGX (1.24B). 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 : 12.45 vs. MFWGX (0.77). RIRFX return over 5 years is better than : 36.57 vs. MFWGX (-5.89).
| 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 | 3.587 | 5.133 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 110B | 1% |
| Annual Yield % from dividends | 1.24 | 3.55 | 35% |
| Returns for 1 year | 0.77 | 12.45 | 6% |
| Returns for 3 years | -3.49 | 17.77 | -20% |
| Returns for 5 years | -5.89 | 36.57 | -16% |
| Returns for 10 years | 5.84 | 49.63 | 12% |
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