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MFWIX vs RIREX
MFWIX vs RIREX Comparison
Open Charts MFWIX vs RIREX
MFS Global Total Return I
Price$16.73
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets1.21B
American Funds Capital Income Bldr R4
Price$72.60
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets109.59B
MFWIX vs RIREX Comparison Chart
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MFWIX vs. RIREX commentary
May 10, 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 MFWIX is a Buy and RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 110B vs. MFWIX (1.21B). RIREX pays higher dividends than MFWIX: RIREX (3.12) vs MFWIX (2.22). MFWIX was incepted earlier than RIREX: MFWIX (28 years) vs RIREX (23 years). MFWIX (0.94) is less costly to investors than RIREX (0.62). MFWIX is a more actively managed with annual turnover of: 69.00 vs. RIREX (56.00). 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 : 10.59 vs. MFWIX (0.06). RIREX return over 5 years is better than : 47.26 vs. MFWIX (9.96).
| MFWIX | RIREX | MFWIX / RIREX | |
| Total Expense Ratio | 0.84 | 0.62 | 135% |
| Annual Report Gross Expense Ratio | 0.94 | 0.62 | 152% |
| Fund Existence | 28 years | 23 years | - |
| Gain YTD | 4.714 | 5.800 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 110B | 1% |
| Annual Yield % from dividends | 2.22 | 3.12 | 71% |
| Returns for 1 year | 0.06 | 10.59 | 1% |
| Returns for 3 years | 8.79 | 22.07 | 40% |
| Returns for 5 years | 9.96 | 47.26 | 21% |
| Returns for 10 years | 17.37 | 37.00 | 47% |
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