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MFWLX vs RIREX
MFWLX vs RIREX Comparison
Open Charts MFWLX vs RIREX
MFS Global Total Return R6
Price$16.55
Change-$0.13 (-0.78%)
VolumeN/A
Net Assets1.24B
American Funds Capital Income Bldr R4
Price$71.45
Change-$0.49 (-0.68%)
VolumeN/A
Net Assets109.05B
MFWLX vs RIREX Comparison Chart
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MFWLX vs. RIREX commentary
Mar 12, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 109B vs. MFWLX (1.24B). RIREX pays higher dividends than MFWLX: RIREX (3.08) vs MFWLX (2.44). MFWLX was incepted earlier than RIREX: MFWLX (13 years) vs RIREX (23 years). MFWLX (0.87) is less costly to investors than RIREX (0.62). 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 : 9.49 vs. MFWLX (0.04). RIREX return over 5 years is better than : 56.09 vs. MFWLX (17.60).
| MFWLX | RIREX | MFWLX / RIREX | |
| Total Expense Ratio | 0.79 | 0.62 | 127% |
| Annual Report Gross Expense Ratio | 0.87 | 0.62 | 140% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 3.990 | 4.296 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 109B | 1% |
| Annual Yield % from dividends | 2.44 | 3.08 | 79% |
| Returns for 1 year | 0.04 | 9.49 | 0% |
| Returns for 3 years | 4.08 | 17.01 | 24% |
| Returns for 5 years | 17.60 | 56.09 | 31% |
| Returns for 10 years | 21.23 | 41.11 | 52% |