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MFWIX vs RIRFX
MFWIX vs RIRFX Comparison
Open Charts MFWIX vs RIRFX
MFS Global Total Return I
Price$16.05
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R5
Price$69.07
Change+$0.34 (+0.49%)
VolumeN/A
CapitalizationN/A
MFWIX vs RIRFX Comparison Chart
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MFWIX vs. RIRFX commentary
Dec 24, 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 Sell and RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 105B vs. MFWIX (1.24B). 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 : 8.79 vs. MFWIX (-1.40). RIRFX return over 5 years is better than : 31.41 vs. MFWIX (-4.16).
| 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 | -2.101 | 8.088 | -26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 105B | 1% |
| Annual Yield % from dividends | 2.18 | 3.55 | 62% |
| Returns for 1 year | -1.40 | 8.79 | -16% |
| Returns for 3 years | -11.12 | 11.22 | -99% |
| Returns for 5 years | -4.16 | 31.41 | -13% |
| Returns for 10 years | 14.23 | 45.44 | 31% |
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