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MFWIX vs RIRHX
MFWIX vs RIRHX Comparison
Open Charts MFWIX vs RIRHX
MFS Global Total Return I
Price$18.17
Change-$0.07 (-0.38%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R5E
Price$73.00
Change-$0.08 (-0.11%)
VolumeN/A
CapitalizationN/A
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MFWIX vs RIRHX Comparison Chart
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MFWIX vs. RIRHX commentary
Sep 21, 2024
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 RIRHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RIRHX has more cash in the bank: 110B vs. MFWIX (1.36B). RIRHX pays higher dividends than MFWIX: RIRHX (3.45) vs MFWIX (2.18). MFWIX was incepted earlier than RIRHX: MFWIX (28 years) vs RIRHX (9 years). RIRHX is a more actively managed with annual turnover of: 106.00 vs. MFWIX (69.00). MFWIX has a lower initial minimum investment than RIRHX: MFWIX (0) vs RIRHX (250). RIRHX annual gain was more profitable for investors over the last year : 19.08 vs. MFWIX (13.67). RIRHX return over 5 years is better than : 32.68 vs. MFWIX (8.00).
| MFWIX | RIRHX | MFWIX / RIRHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 9 years | - |
| Gain YTD | 8.645 | 12.076 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.36B | 110B | 1% |
| Annual Yield % from dividends | 2.18 | 3.45 | 63% |
| Returns for 1 year | 13.67 | 19.08 | 72% |
| Returns for 3 years | -4.28 | 16.16 | -26% |
| Returns for 5 years | 8.00 | 32.68 | 24% |
| Returns for 10 years | 25.85 | N/A | - |
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