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MFWIX vs RIRFX
MFWIX vs RIRFX Comparison
Open Charts MFWIX vs RIRFX
MFS Global Total Return I
Price$16.55
Change-$0.12 (-0.72%)
VolumeN/A
Net Assets1.24B
American Funds Capital Income Bldr R5
Price$71.46
Change-$0.49 (-0.68%)
VolumeN/A
Net Assets109.05B
MFWIX vs RIRFX Comparison Chart
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MFWIX vs. RIRFX commentary
Mar 12, 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 RIRFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 109B vs. MFWIX (1.24B). RIRFX pays higher dividends than MFWIX: RIRFX (3.36) vs MFWIX (2.36). MFWIX was incepted earlier than RIRFX: MFWIX (28 years) vs RIRFX (23 years). MFWIX (0.96) is less costly to investors than RIRFX (0.31). 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 : 9.81 vs. MFWIX (-0.10). RIRFX return over 5 years is better than : 66.90 vs. MFWIX (16.99).
| MFWIX | RIRFX | MFWIX / RIRFX | |
| Total Expense Ratio | 0.86 | 0.31 | 277% |
| Annual Report Gross Expense Ratio | 0.96 | 0.31 | 310% |
| Fund Existence | 28 years | 23 years | - |
| Gain YTD | 3.928 | 4.344 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 109B | 1% |
| Annual Yield % from dividends | 2.36 | 3.36 | 70% |
| Returns for 1 year | -0.10 | 9.81 | -1% |
| Returns for 3 years | 3.74 | 21.10 | 18% |
| Returns for 5 years | 16.99 | 66.90 | 25% |
| Returns for 10 years | 20.03 | 55.83 | 36% |
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