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MFWIX vs RCEEX
MFWIX vs RCEEX Comparison
Open Charts MFWIX vs RCEEX
MFS Global Total Return I
Price$18.17
Change-$0.07 (-0.38%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R2E
Price$72.82
Change-$0.08 (-0.11%)
VolumeN/A
CapitalizationN/A
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MFWIX vs RCEEX Comparison Chart
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MFWIX vs. RCEEX commentary
Sep 21, 2024
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 MFWIX is a StrongBuy and RCEEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RCEEX has more cash in the bank: 110B vs. MFWIX (1.36B). RCEEX pays higher dividends than MFWIX: RCEEX (2.85) vs MFWIX (2.18). MFWIX was incepted earlier than RCEEX: MFWIX (28 years) vs RCEEX (10 years). RCEEX is a more actively managed with annual turnover of: 106.00 vs. MFWIX (69.00). MFWIX has a lower initial minimum investment than RCEEX: MFWIX (0) vs RCEEX (250). RCEEX annual gain was more profitable for investors over the last year : 18.31 vs. MFWIX (13.67). RCEEX return over 5 years is better than : 29.88 vs. MFWIX (8.00).
| MFWIX | RCEEX | MFWIX / RCEEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 10 years | - |
| Gain YTD | 8.645 | 11.556 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.36B | 110B | 1% |
| Annual Yield % from dividends | 2.18 | 2.85 | 77% |
| Returns for 1 year | 13.67 | 18.31 | 75% |
| Returns for 3 years | -4.28 | 14.47 | -30% |
| Returns for 5 years | 8.00 | 29.88 | 27% |
| Returns for 10 years | 25.85 | 35.54 | 73% |