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MFWIX vs RIREX
MFWIX vs RIREX Comparison
Open Charts MFWIX vs RIREX
MFS Global Total Return I
Price$17.63
Change-$0.07 (-0.40%)
VolumeN/A
Net Assets1.23B
American Funds Capital Income Bldr R4
Price$78.98
Change-$0.18 (-0.23%)
VolumeN/A
Net Assets119.1B
MFWIX vs RIREX Comparison Chart in %
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MFWIX vs. RIREX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 119B vs. MFWIX (1.24B). RIREX pays higher dividends than MFWIX: RIREX (2.89) vs MFWIX (2.66). MFWIX was incepted earlier than RIREX: MFWIX (29 years) vs RIREX (24 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 : 13.02 vs. MFWIX (2.96). RIREX return over 5 years is better than : 46.33 vs. MFWIX (1.40).
| 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 | 24 years | - |
| Gain YTD | 12.264 | 16.665 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 119B | 1% |
| Annual Yield % from dividends | 2.66 | 2.89 | 92% |
| Returns for 1 year | 2.96 | 13.02 | 23% |
| Returns for 3 years | 16.84 | 36.76 | 46% |
| Returns for 5 years | 1.40 | 46.33 | 3% |
| Returns for 10 years | 29.13 | 61.04 | 48% |
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