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MFWLX vs RIREX
MFWLX vs RIREX Comparison
Open Charts MFWLX vs RIREX
MFS Global Total Return R6
Price$17.52
Change+$0.11 (+0.63%)
VolumeN/A
Net Assets1.24B
American Funds Capital Income Bldr R4
Price$77.16
Change+$0.16 (+0.21%)
VolumeN/A
Net Assets116.39B
MFWLX vs RIREX Comparison Chart in %
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MFWLX vs. RIREX commentary
Jul 23, 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 Hold and RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 116B vs. MFWLX (1.24B). 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: 63.00 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 : 13.94 vs. MFWLX (2.81). RIREX return over 5 years is better than : 47.35 vs. MFWLX (6.38).
| 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 | 9.822 | 13.086 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 116B | 1% |
| Annual Yield % from dividends | 2.63 | 2.97 | 88% |
| Returns for 1 year | 2.81 | 13.94 | 20% |
| Returns for 3 years | 16.15 | 33.18 | 49% |
| Returns for 5 years | 6.38 | 47.35 | 13% |
| Returns for 10 years | 26.41 | 52.79 | 50% |
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