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MFWLX vs RIREX
MFWLX vs RIREX Comparison
Open Charts MFWLX vs RIREX
MFS Global Total Return R6
Price$16.77
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets1.21B
American Funds Capital Income Bldr R4
Price$72.60
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets109.59B
MFWLX vs RIREX Comparison Chart
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MFWLX vs. RIREX commentary
May 10, 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: 110B vs. MFWLX (1.21B). RIREX pays higher dividends than MFWLX: RIREX (3.12) vs MFWLX (2.31). 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 : 10.22 vs. MFWLX (-0.55). RIREX return over 5 years is better than : 47.50 vs. MFWLX (10.32).
| 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 | 4.610 | 5.975 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 110B | 1% |
| Annual Yield % from dividends | 2.31 | 3.12 | 74% |
| Returns for 1 year | -0.55 | 10.22 | -5% |
| Returns for 3 years | 8.82 | 22.39 | 39% |
| Returns for 5 years | 10.32 | 47.50 | 22% |
| Returns for 10 years | 18.54 | 37.61 | 49% |
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