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MFWIX vs RIRFX
MFWIX vs RIRFX Comparison
Open Charts MFWIX vs RIRFX
MFS Global Total Return I
Price$16.73
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets1.21B
American Funds Capital Income Bldr R5
Price$72.53
Change-$0.22 (-0.30%)
VolumeN/A
Net Assets109.59B
MFWIX vs RIRFX Comparison Chart
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MFWIX vs. RIRFX commentary
May 10, 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 Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 110B vs. MFWIX (1.21B). RIRFX pays higher dividends than MFWIX: RIRFX (3.41) vs MFWIX (2.22). MFWIX was incepted earlier than RIRFX: MFWIX (28 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: 69.00 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 : 10.92 vs. MFWIX (0.06). RIRFX return over 5 years is better than : 56.42 vs. MFWIX (9.96).
| MFWIX | RIRFX | MFWIX / RIRFX | |
| Total Expense Ratio | 0.84 | 0.31 | 271% |
| Annual Report Gross Expense Ratio | 0.94 | 0.31 | 303% |
| Fund Existence | 28 years | 23 years | - |
| Gain YTD | 4.714 | 5.906 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 110B | 1% |
| Annual Yield % from dividends | 2.22 | 3.41 | 65% |
| Returns for 1 year | 0.06 | 10.92 | 1% |
| Returns for 3 years | 8.79 | 25.76 | 34% |
| Returns for 5 years | 9.96 | 56.42 | 18% |
| Returns for 10 years | 17.37 | 51.30 | 34% |
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