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MFWTX vs RIREX
MFWTX vs RIREX Comparison
Open Charts MFWTX vs RIREX
MFS Global Total Return A
Price$16.90
Change-$0.05 (-0.29%)
VolumeN/A
Net Assets1.24B
American Funds Capital Income Bldr R4
Price$72.45
Change-$0.25 (-0.34%)
VolumeN/A
Net Assets110.58B
MFWTX vs RIREX Comparison Chart
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MFWTX vs. RIREX commentary
Feb 23, 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 Buy and RIREX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 111B vs. MFWTX (1.24B). 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 : 13.08 vs. MFWTX (1.88). RIREX return over 5 years is better than : 27.92 vs. MFWTX (-1.90).
| 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 | 4.052 | 5.251 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 111B | 1% |
| Annual Yield % from dividends | 1.91 | 3.26 | 59% |
| Returns for 1 year | 1.88 | 13.08 | 14% |
| Returns for 3 years | -0.97 | 13.21 | -7% |
| Returns for 5 years | -1.90 | 27.92 | -7% |
| Returns for 10 years | 14.49 | 36.27 | 40% |
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