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MFWIX vs RIREX
MFWIX vs RIREX Comparison
Open Charts MFWIX vs RIREX
MFS Global Total Return I
Price$17.75
Change+$0.05 (+0.28%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R4
Price$72.68
Change+$0.29 (+0.40%)
VolumeN/A
CapitalizationN/A
MFWIX vs RIREX Comparison Chart
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MFWIX vs. RIREX commentary
Nov 23, 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 Buy and RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 108B vs. MFWIX (1.3B). RIREX pays higher dividends than MFWIX: RIREX (3.26) vs MFWIX (2.18). MFWIX was incepted earlier than RIREX: MFWIX (28 years) vs RIREX (23 years). RIREX is a more actively managed with annual turnover of: 106.00 vs. MFWIX (69.00). MFWIX has a lower initial minimum investment than RIREX: MFWIX (0) vs RIREX (250). RIREX annual gain was more profitable for investors over the last year : 18.20 vs. MFWIX (11.68). RIREX return over 5 years is better than : 28.92 vs. MFWIX (4.21).
| MFWIX | RIREX | MFWIX / RIREX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 23 years | - |
| Gain YTD | 7.042 | 11.919 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 108B | 1% |
| Annual Yield % from dividends | 2.18 | 3.26 | 67% |
| Returns for 1 year | 11.68 | 18.20 | 64% |
| Returns for 3 years | -6.20 | 13.46 | -46% |
| Returns for 5 years | 4.21 | 28.92 | 15% |
| Returns for 10 years | 23.28 | 36.32 | 64% |
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