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MFWGX vs RIRFX
MFWGX vs RIRFX Comparison
Open Charts MFWGX vs RIRFX
MFS Global Total Return R1
Price$17.91
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets1.26B
American Funds Capital Income Bldr R5
Price$78.50
Change+$0.11 (+0.14%)
VolumeN/A
Net Assets117.97B
MFWGX vs RIRFX Comparison Chart in %
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MFWGX vs. RIRFX commentary
Aug 29, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 118B vs. MFWGX (1.26B). RIRFX pays higher dividends than MFWGX: RIRFX (3.25) vs MFWGX (1.58). 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: 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 : 11.46 vs. MFWGX (0.44). RIRFX return over 5 years is better than : 56.31 vs. MFWGX (0.98).
| 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 | 11.446 | 15.410 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 118B | 1% |
| Annual Yield % from dividends | 1.58 | 3.25 | 49% |
| Returns for 1 year | 0.44 | 11.46 | 4% |
| Returns for 3 years | 15.30 | 38.38 | 40% |
| Returns for 5 years | 0.98 | 56.31 | 2% |
| Returns for 10 years | 19.87 | 78.37 | 25% |
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