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MFWTX vs RIRFX
MFWTX vs RIRFX Comparison
Open Charts MFWTX vs RIRFX
MFS Global Total Return A
Price$17.44
Change+$0.05 (+0.29%)
VolumeN/A
Net Assets1.23B
American Funds Capital Income Bldr R5
Price$75.32
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets113.5B
MFWTX vs RIRFX Comparison Chart
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MFWTX vs. RIRFX commentary
Jun 07, 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 Hold and RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 113B vs. MFWTX (1.23B). RIRFX pays higher dividends than MFWTX: RIRFX (3.30) vs MFWTX (1.90). 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: 69.00 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 : 13.37 vs. MFWTX (1.05). RIRFX return over 5 years is better than : 51.68 vs. MFWTX (3.72).
| 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 | 6.986 | 9.980 | 70% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 113B | 1% |
| Annual Yield % from dividends | 1.90 | 3.30 | 57% |
| Returns for 1 year | 1.05 | 13.37 | 8% |
| Returns for 3 years | 7.25 | 24.91 | 29% |
| Returns for 5 years | 3.72 | 51.68 | 7% |
| Returns for 10 years | 19.89 | 61.31 | 32% |
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