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MFWIX vs RIRFX
MFWIX vs RIRFX Comparison
Open Charts MFWIX vs RIRFX
MFS Global Total Return I
Price$17.63
Change-$0.07 (-0.40%)
VolumeN/A
Net Assets1.23B
American Funds Capital Income Bldr R5
Price$79.04
Change-$0.18 (-0.23%)
VolumeN/A
Net Assets119.1B
MFWIX vs RIRFX Comparison Chart in %
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MFWIX vs. RIRFX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 119B vs. MFWIX (1.24B). RIRFX pays higher dividends than MFWIX: RIRFX (3.17) vs MFWIX (2.66). MFWIX was incepted earlier than RIRFX: MFWIX (29 years) vs RIRFX (24 years). MFWIX (0.94) is less costly to investors than RIRFX (0.31). MFWIX is a more actively managed with annual turnover of: 63.00 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 : 13.37 vs. MFWIX (2.96). RIRFX return over 5 years is better than : 53.46 vs. MFWIX (1.40).
| MFWIX | RIRFX | MFWIX / RIRFX | |
| Total Expense Ratio | 0.84 | 0.31 | 271% |
| Annual Report Gross Expense Ratio | 0.94 | 0.31 | 303% |
| Fund Existence | 29 years | 24 years | - |
| Gain YTD | 12.264 | 16.963 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 119B | 1% |
| Annual Yield % from dividends | 2.66 | 3.17 | 84% |
| Returns for 1 year | 2.96 | 13.37 | 22% |
| Returns for 3 years | 16.84 | 39.48 | 43% |
| Returns for 5 years | 1.40 | 53.46 | 3% |
| Returns for 10 years | 29.13 | 78.08 | 37% |
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