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MFWLX vs RIREX
MFWLX vs RIREX Comparison
Open Charts MFWLX vs RIREX
MFS Global Total Return R6
Price$17.47
Change+$0.09 (+0.52%)
VolumeN/A
Net Assets1.25B
American Funds Capital Income Bldr R4
Price$76.73
Change+$0.17 (+0.22%)
VolumeN/A
Net Assets115.83B
MFWLX vs RIREX Comparison Chart in %
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MFWLX vs. RIREX commentary
Jul 03, 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 MFWLX is a Buy and RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 116B vs. MFWLX (1.25B). RIREX pays higher dividends than MFWLX: RIREX (2.97) vs MFWLX (2.63). MFWLX was incepted earlier than RIREX: MFWLX (13 years) vs RIREX (23 years). MFWLX (0.85) is less costly to investors than RIREX (0.62). MFWLX is a more actively managed with annual turnover of: 69.00 vs. RIREX (56.00). MFWLX has a lower initial minimum investment than RIREX: MFWLX (0) vs RIREX (250). RIREX annual gain was more profitable for investors over the last year : 15.61 vs. MFWLX (5.11). RIREX return over 5 years is better than : 48.97 vs. MFWLX (9.68).
| MFWLX | RIREX | MFWLX / RIREX | |
| Total Expense Ratio | 0.77 | 0.62 | 124% |
| Annual Report Gross Expense Ratio | 0.85 | 0.62 | 137% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 9.632 | 12.146 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 116B | 1% |
| Annual Yield % from dividends | 2.63 | 2.97 | 88% |
| Returns for 1 year | 5.11 | 15.61 | 33% |
| Returns for 3 years | 17.20 | 32.13 | 54% |
| Returns for 5 years | 9.68 | 48.97 | 20% |
| Returns for 10 years | 26.58 | 50.82 | 52% |
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