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MFWIX vs RIRFX
MFWIX vs RIRFX Comparison
Open Charts MFWIX vs RIRFX
MFS Global Total Return I
Price$17.75
Change+$0.05 (+0.28%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R5
Price$72.74
Change+$0.29 (+0.40%)
VolumeN/A
CapitalizationN/A
MFWIX vs RIRFX Comparison Chart
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MFWIX vs. RIRFX 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 RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 108B vs. MFWIX (1.3B). RIRFX pays higher dividends than MFWIX: RIRFX (3.55) vs MFWIX (2.18). MFWIX was incepted earlier than RIRFX: MFWIX (28 years) vs RIRFX (23 years). RIRFX is a more actively managed with annual turnover of: 106.00 vs. MFWIX (69.00). MFWIX has a lower initial minimum investment than RIRFX: MFWIX (0) vs RIRFX (250). RIRFX annual gain was more profitable for investors over the last year : 18.55 vs. MFWIX (11.68). RIRFX return over 5 years is better than : 38.86 vs. MFWIX (4.21).
| MFWIX | RIRFX | MFWIX / RIRFX | |
| 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 | 12.214 | 58% |
| 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 | 3.55 | 62% |
| Returns for 1 year | 11.68 | 18.55 | 63% |
| Returns for 3 years | -6.20 | 17.43 | -36% |
| Returns for 5 years | 4.21 | 38.86 | 11% |
| Returns for 10 years | 23.28 | 50.44 | 46% |
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