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MFWTX vs RIREX
MFWTX vs RIREX Comparison
Open Charts MFWTX vs RIREX
MFS Global Total Return A
Price$18.12
Change-$0.13 (-0.71%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R4
Price$71.77
Change-$0.71 (-0.98%)
VolumeN/A
CapitalizationN/A
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MFWTX vs RIREX Comparison Chart
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MFWTX vs. RIREX commentary
Sep 08, 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 StrongBuy and RIREX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 108B vs. MFWTX (1.33B). RIREX pays higher dividends than MFWTX: RIREX (3.26) vs MFWTX (1.91). MFWTX was incepted earlier than RIREX: MFWTX (34 years) vs RIREX (22 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 : 18.69 vs. MFWTX (13.31). RIREX return over 5 years is better than : 30.36 vs. MFWTX (6.60).
| MFWTX | RIREX | MFWTX / RIREX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 34 years | 22 years | - |
| Gain YTD | 7.861 | 10.934 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.33B | 108B | 1% |
| Annual Yield % from dividends | 1.91 | 3.26 | 59% |
| Returns for 1 year | 13.31 | 18.69 | 71% |
| Returns for 3 years | -7.04 | 12.17 | -58% |
| Returns for 5 years | 6.60 | 30.36 | 22% |
| Returns for 10 years | 22.43 | 37.04 | 61% |