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MFWIX vs RIRFX
MFWIX vs RIRFX Comparison
Open Charts MFWIX vs RIRFX
MFS Global Total Return I
Price$16.31
Change+$0.10 (+0.62%)
VolumeN/A
Net Assets1.19B
American Funds Capital Income Bldr R5
Price$70.07
Change+$0.30 (+0.43%)
VolumeN/A
Net Assets106.18B
MFWIX vs RIRFX Comparison Chart
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MFWIX vs. RIRFX commentary
Apr 19, 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 Hold and RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 106B vs. MFWIX (1.19B). RIRFX pays higher dividends than MFWIX: RIRFX (3.42) vs MFWIX (2.23). 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 : 10.82 vs. MFWIX (0.31). RIRFX return over 5 years is better than : 50.36 vs. MFWIX (7.59).
| 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 | 1.963 | 2.314 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 106B | 1% |
| Annual Yield % from dividends | 2.23 | 3.42 | 65% |
| Returns for 1 year | 0.31 | 10.82 | 3% |
| Returns for 3 years | 0.53 | 14.84 | 4% |
| Returns for 5 years | 7.59 | 50.36 | 15% |
| Returns for 10 years | 14.22 | 46.36 | 31% |
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