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MFWTX vs RIREX
MFWTX vs RIREX Comparison
Open Charts MFWTX vs RIREX
MFS Global Total Return A
Price$17.70
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets1.24B
American Funds Capital Income Bldr R4
Price$76.98
Change+$0.17 (+0.22%)
VolumeN/A
Net Assets116.05B
MFWTX vs RIREX Comparison Chart in %
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MFWTX vs. RIREX commentary
Aug 07, 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 MFWTX is a Hold and RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 116B vs. MFWTX (1.24B). RIREX pays higher dividends than MFWTX: RIREX (2.97) vs MFWTX (2.28). MFWTX was incepted earlier than RIREX: MFWTX (35 years) vs RIREX (23 years). MFWTX (1.19) is less costly to investors than RIREX (0.62). MFWTX is a more actively managed with annual turnover of: 63.00 vs. RIREX (56.00). 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 : 15.10 vs. MFWTX (3.71). RIREX return over 5 years is better than : 47.11 vs. MFWTX (4.04).
| MFWTX | RIREX | MFWTX / RIREX | |
| Total Expense Ratio | 1.09 | 0.62 | 176% |
| Annual Report Gross Expense Ratio | 1.19 | 0.62 | 192% |
| Fund Existence | 35 years | 23 years | - |
| Gain YTD | 9.559 | 13.057 | 73% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 116B | 1% |
| Annual Yield % from dividends | 2.28 | 2.97 | 77% |
| Returns for 1 year | 3.71 | 15.10 | 25% |
| Returns for 3 years | 12.90 | 30.96 | 42% |
| Returns for 5 years | 4.04 | 47.11 | 9% |
| Returns for 10 years | 22.03 | 51.59 | 43% |