Ad is loading...
MFWIX vs RIRFX
MFWIX vs RIRFX Comparison
Open Charts MFWIX vs RIRFX
MFS Global Total Return I
Price$16.49
Change+$0.06 (+0.37%)
VolumeN/A
Net Assets1.25B
American Funds Capital Income Bldr R5
Price$71.11
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets107.94B
MFWIX vs RIRFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MFWIX vs. RIRFX commentary
Feb 01, 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: 108B vs. MFWIX (1.25B). 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 : 11.65 vs. MFWIX (1.24). RIRFX return over 5 years is better than : 36.18 vs. MFWIX (-1.41).
| 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 | 2.431 | 3.103 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 108B | 1% |
| Annual Yield % from dividends | 2.18 | 3.55 | 62% |
| Returns for 1 year | 1.24 | 11.65 | 11% |
| Returns for 3 years | -3.70 | 13.85 | -27% |
| Returns for 5 years | -1.41 | 36.18 | -4% |
| Returns for 10 years | 17.51 | 49.93 | 35% |
View a ticker or compare two or three
VS
VS
Ad is loading...