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MFWLX vs RIREX
MFWLX vs RIREX Comparison
Open Charts MFWLX vs RIREX
MFS Global Total Return R6
Price$16.31
Change+$0.10 (+0.62%)
VolumeN/A
Net Assets1.19B
American Funds Capital Income Bldr R4
Price$70.03
Change+$0.30 (+0.43%)
VolumeN/A
Net Assets106.18B
MFWLX vs RIREX Comparison Chart
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MFWLX vs. RIREX commentary
Apr 19, 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: 106B vs. MFWLX (1.19B). RIREX pays higher dividends than MFWLX: RIREX (3.13) vs MFWLX (2.32). 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 : 10.48 vs. MFWLX (0.40). RIREX return over 5 years is better than : 41.54 vs. MFWLX (8.01).
| 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 | 1.984 | 2.224 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 106B | 1% |
| Annual Yield % from dividends | 2.32 | 3.13 | 74% |
| Returns for 1 year | 0.40 | 10.48 | 4% |
| Returns for 3 years | 0.80 | 11.48 | 7% |
| Returns for 5 years | 8.01 | 41.54 | 19% |
| Returns for 10 years | 15.28 | 32.52 | 47% |