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MFWIX vs RIREX
MFWIX vs RIREX Comparison
Open Charts MFWIX vs RIREX
MFS Global Total Return I
Price$16.31
Change+$0.10 (+0.62%)
VolumeN/A
Net Assets1.19B
American Funds Capital Income Bldr R4
Price$70.03
Change+$0.30 (+0.43%)
VolumeN/A
Net Assets106.18B
MFWIX vs RIREX Comparison Chart
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MFWIX vs. RIREX commentary
Apr 19, 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 Hold and RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 106B vs. MFWIX (1.19B). RIREX pays higher dividends than MFWIX: RIREX (3.13) vs MFWIX (2.23). MFWIX was incepted earlier than RIREX: MFWIX (28 years) vs RIREX (23 years). MFWIX (0.96) is less costly to investors than RIREX (0.62). 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 : 10.48 vs. MFWIX (0.31). RIREX return over 5 years is better than : 41.54 vs. MFWIX (7.59).
| MFWIX | RIREX | MFWIX / RIREX | |
| Total Expense Ratio | 0.86 | 0.62 | 139% |
| Annual Report Gross Expense Ratio | 0.96 | 0.62 | 155% |
| Fund Existence | 28 years | 23 years | - |
| Gain YTD | 1.963 | 2.224 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 106B | 1% |
| Annual Yield % from dividends | 2.23 | 3.13 | 71% |
| Returns for 1 year | 0.31 | 10.48 | 3% |
| Returns for 3 years | 0.53 | 11.48 | 5% |
| Returns for 5 years | 7.59 | 41.54 | 18% |
| Returns for 10 years | 14.22 | 32.52 | 44% |