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MFWIX vs RIREX
MFWIX vs RIREX Comparison
Open Charts MFWIX vs RIREX
MFS Global Total Return I
Price$17.79
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets1.25B
American Funds Capital Income Bldr R4
Price$78.54
Change+$0.41 (+0.52%)
VolumeN/A
Net Assets117.62B
MFWIX vs RIREX Comparison Chart in %
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MFWIX vs. RIREX commentary
Sep 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 118B vs. MFWIX (1.25B). RIREX pays higher dividends than MFWIX: RIREX (2.90) vs MFWIX (2.49). MFWIX was incepted earlier than RIREX: MFWIX (29 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: 63.00 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 : 11.89 vs. MFWIX (1.52). RIREX return over 5 years is better than : 49.49 vs. MFWIX (6.73).
| MFWIX | RIREX | MFWIX / RIREX | |
| Total Expense Ratio | 0.84 | 0.62 | 135% |
| Annual Report Gross Expense Ratio | 0.94 | 0.62 | 152% |
| Fund Existence | 29 years | 23 years | - |
| Gain YTD | 12.171 | 15.348 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 118B | 1% |
| Annual Yield % from dividends | 2.49 | 2.90 | 86% |
| Returns for 1 year | 1.52 | 11.89 | 13% |
| Returns for 3 years | 21.34 | 38.28 | 56% |
| Returns for 5 years | 6.73 | 49.49 | 14% |
| Returns for 10 years | 32.38 | 61.97 | 52% |
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