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MFWTX vs RIREX
MFWTX vs RIREX Comparison
Open Charts MFWTX vs RIREX
MFS Global Total Return A
Price$16.25
Change-$0.27 (-1.63%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R4
Price$71.13
Change-$1.59 (-2.19%)
VolumeN/A
CapitalizationN/A
MFWTX vs RIREX Comparison Chart
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MFWTX vs. RIREX commentary
Dec 19, 2024
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 MFWTX is a Sell and RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 108B vs. MFWTX (1.26B). RIREX pays higher dividends than MFWTX: RIREX (3.26) vs MFWTX (1.91). MFWTX was incepted earlier than RIREX: MFWTX (34 years) vs RIREX (23 years). RIREX is a more actively managed with annual turnover of: 106.00 vs. MFWTX (69.00). RIREX has a lower initial minimum investment than MFWTX: RIREX (250) vs MFWTX (1000). RIREX annual gain was more profitable for investors over the last year : 10.38 vs. MFWTX (0.66). RIREX return over 5 years is better than : 25.03 vs. MFWTX (-3.50).
| MFWTX | RIREX | MFWTX / RIREX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 34 years | 23 years | - |
| Gain YTD | -0.996 | 9.532 | -10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 108B | 1% |
| Annual Yield % from dividends | 1.91 | 3.26 | 59% |
| Returns for 1 year | 0.66 | 10.38 | 6% |
| Returns for 3 years | -5.60 | 10.76 | -52% |
| Returns for 5 years | -3.50 | 25.03 | -14% |
| Returns for 10 years | 13.67 | 34.89 | 39% |
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