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MFWIX vs RIRFX
MFWIX vs RIRFX Comparison
Open Charts MFWIX vs RIRFX
MFS Global Total Return I
Price$17.25
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets1.24B
American Funds Capital Income Bldr R5
Price$75.32
Change+$0.29 (+0.39%)
VolumeN/A
Net Assets113.67B
MFWIX vs RIRFX Comparison Chart
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MFWIX vs. RIRFX commentary
Jun 12, 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 StrongBuy and RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 114B vs. MFWIX (1.24B). RIRFX pays higher dividends than MFWIX: RIRFX (3.30) vs MFWIX (2.17). 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 : 15.12 vs. MFWIX (3.05). RIRFX return over 5 years is better than : 57.84 vs. MFWIX (8.52).
| 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 | 7.715 | 10.735 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 114B | 1% |
| Annual Yield % from dividends | 2.17 | 3.30 | 66% |
| Returns for 1 year | 3.05 | 15.12 | 20% |
| Returns for 3 years | 13.03 | 31.13 | 42% |
| Returns for 5 years | 8.52 | 57.84 | 15% |
| Returns for 10 years | 22.27 | 61.36 | 36% |
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