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MFWTX vs RIRFX
MFWTX vs RIRFX Comparison
Open Charts MFWTX vs RIRFX
MFS Global Total Return A
Price$18.06
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets1.26B
American Funds Capital Income Bldr R5
Price$78.38
Change-$0.12 (-0.15%)
VolumeN/A
Net Assets117.97B
MFWTX vs RIRFX Comparison Chart in %
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MFWTX vs. RIRFX commentary
Sep 01, 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 RIRFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 118B vs. MFWTX (1.26B). RIRFX pays higher dividends than MFWTX: RIRFX (3.17) vs MFWTX (2.22). MFWTX was incepted earlier than RIRFX: MFWTX (35 years) vs RIRFX (23 years). MFWTX (1.19) is less costly to investors than RIRFX (0.31). MFWTX is a more actively managed with annual turnover of: 63.00 vs. RIRFX (56.00). 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 : 11.28 vs. MFWTX (1.07). RIRFX return over 5 years is better than : 56.07 vs. MFWTX (4.79).
| MFWTX | RIRFX | MFWTX / RIRFX | |
| Total Expense Ratio | 1.09 | 0.31 | 352% |
| Annual Report Gross Expense Ratio | 1.19 | 0.31 | 384% |
| Fund Existence | 35 years | 23 years | - |
| Gain YTD | 11.977 | 15.234 | 79% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 118B | 1% |
| Annual Yield % from dividends | 2.22 | 3.17 | 70% |
| Returns for 1 year | 1.07 | 11.28 | 10% |
| Returns for 3 years | 18.34 | 39.29 | 47% |
| Returns for 5 years | 4.79 | 56.07 | 9% |
| Returns for 10 years | 31.27 | 81.89 | 38% |
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