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MFWIX vs RIRFX
MFWIX vs RIRFX Comparison
Open Charts MFWIX vs RIRFX
MFS Global Total Return I
Price$17.79
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets1.25B
American Funds Capital Income Bldr R5
Price$78.61
Change+$0.41 (+0.52%)
VolumeN/A
Net Assets117.62B
MFWIX vs RIRFX Comparison Chart in %
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MFWIX vs. RIRFX 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 RIRFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 118B vs. MFWIX (1.25B). RIRFX pays higher dividends than MFWIX: RIRFX (3.17) vs MFWIX (2.49). MFWIX was incepted earlier than RIRFX: MFWIX (29 years) vs RIRFX (23 years). MFWIX (0.94) is less costly to investors than RIRFX (0.31). MFWIX is a more actively managed with annual turnover of: 63.00 vs. RIRFX (56.00). 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 : 12.22 vs. MFWIX (1.52). RIRFX return over 5 years is better than : 57.77 vs. MFWIX (6.73).
| MFWIX | RIRFX | MFWIX / RIRFX | |
| Total Expense Ratio | 0.84 | 0.31 | 271% |
| Annual Report Gross Expense Ratio | 0.94 | 0.31 | 303% |
| Fund Existence | 29 years | 23 years | - |
| Gain YTD | 12.171 | 15.572 | 78% |
| 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 | 3.17 | 78% |
| Returns for 1 year | 1.52 | 12.22 | 12% |
| Returns for 3 years | 21.34 | 41.75 | 51% |
| Returns for 5 years | 6.73 | 57.77 | 12% |
| Returns for 10 years | 32.38 | 79.00 | 41% |