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MFWTX vs RIREX
MFWTX vs RIREX Comparison
Open Charts MFWTX vs RIREX
MFS Global Total Return A
Price$16.31
Change+$0.20 (+1.24%)
VolumeN/A
Net Assets1.16B
American Funds Capital Income Bldr R4
Price$69.08
Change+$0.97 (+1.42%)
VolumeN/A
Net Assets103.34B
MFWTX vs RIREX Comparison Chart
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MFWTX vs. RIREX commentary
Apr 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 MFWTX is a Hold and RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 103B vs. MFWTX (1.16B). RIREX pays higher dividends than MFWTX: RIREX (3.13) vs MFWTX (1.95). MFWTX was incepted earlier than RIREX: MFWTX (35 years) vs RIREX (23 years). MFWTX (1.21) is less costly to investors than RIREX (0.62). 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 : 6.63 vs. MFWTX (-4.31). RIREX return over 5 years is better than : 41.29 vs. MFWTX (4.83).
| MFWTX | RIREX | MFWTX / RIREX | |
| Total Expense Ratio | 1.11 | 0.62 | 179% |
| Annual Report Gross Expense Ratio | 1.21 | 0.62 | 195% |
| Fund Existence | 35 years | 23 years | - |
| Gain YTD | -0.889 | 0.837 | -106% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.16B | 103B | 1% |
| Annual Yield % from dividends | 1.95 | 3.13 | 62% |
| Returns for 1 year | -4.31 | 6.63 | -65% |
| Returns for 3 years | -3.06 | 9.89 | -31% |
| Returns for 5 years | 4.83 | 41.29 | 12% |
| Returns for 10 years | 8.95 | 31.45 | 28% |
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