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MFWTX vs RIRFX
MFWTX vs RIRFX Comparison
Open Charts MFWTX vs RIRFX
MFS Global Total Return A
Price$16.25
Change-$0.27 (-1.63%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R5
Price$71.20
Change-$1.59 (-2.18%)
VolumeN/A
CapitalizationN/A
MFWTX vs RIRFX Comparison Chart
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MFWTX vs. RIRFX commentary
Dec 19, 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 Sell and RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 108B vs. MFWTX (1.26B). RIRFX pays higher dividends than MFWTX: RIRFX (3.55) vs MFWTX (1.91). MFWTX was incepted earlier than RIRFX: MFWTX (34 years) vs RIRFX (23 years). RIRFX is a more actively managed with annual turnover of: 106.00 vs. MFWTX (69.00). RIRFX has a lower initial minimum investment than MFWTX: RIRFX (250) vs MFWTX (1000). RIRFX annual gain was more profitable for investors over the last year : 10.72 vs. MFWTX (0.66). RIRFX return over 5 years is better than : 33.66 vs. MFWTX (-3.50).
| MFWTX | RIRFX | MFWTX / RIRFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 34 years | 23 years | - |
| Gain YTD | -0.996 | 9.838 | -10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 108B | 1% |
| Annual Yield % from dividends | 1.91 | 3.55 | 54% |
| Returns for 1 year | 0.66 | 10.72 | 6% |
| Returns for 3 years | -5.60 | 14.63 | -38% |
| Returns for 5 years | -3.50 | 33.66 | -10% |
| Returns for 10 years | 13.67 | 48.85 | 28% |
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