MFWTX
Price
$17.75
Change
+$0.05 (+0.28%)
Updated
Jul 10 closing price
Net Assets
1.25B
RIREX
Price
$77.16
Change
+$0.29 (+0.38%)
Updated
Jul 10 closing price
Net Assets
116.28B
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MFWTX vs RIREX

Header iconMFWTX vs RIREX Comparison
Open Charts MFWTX vs RIREXBanner chart's image
MFS Global Total Return A
Price$17.75
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets1.25B
American Funds Capital Income Bldr R4
Price$77.16
Change+$0.29 (+0.38%)
VolumeN/A
Net Assets116.28B
MFWTX vs RIREX Comparison Chart in %
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MFWTX vs. RIREX commentary
Jul 11, 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 Buy.

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FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 116B vs. MFWTX (1.25B). RIREX pays higher dividends than MFWTX: RIREX (2.97) vs MFWTX (2.27). 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: 69.00 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 : 14.85 vs. MFWTX (3.53). RIREX return over 5 years is better than : 50.84 vs. MFWTX (7.81).
MFWTXRIREXMFWTX / RIREX
Total Expense Ratio1.090.62176%
Annual Report Gross Expense Ratio1.190.62192%
Fund Existence35 years23 years-
Gain YTD9.74513.32173%
Front Load6%N/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets1.25B116B1%
Annual Yield % from dividends2.272.9776%
Returns for 1 year3.5314.8524%
Returns for 3 years17.7435.1550%
Returns for 5 years7.8150.8415%
Returns for 10 years22.2451.0744%
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