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MFWTX vs RIRFX
MFWTX vs RIRFX Comparison
Open Charts MFWTX vs RIRFX
MFS Global Total Return A
Price$17.91
Change-$0.04 (-0.22%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R5
Price$71.89
Change-$0.32 (-0.44%)
VolumeN/A
CapitalizationN/A
MFWTX vs RIRFX Comparison Chart
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MFWTX vs. RIRFX commentary
Nov 18, 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: 107B vs. MFWTX (1.3B). 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 : 18.23 vs. MFWTX (11.82). RIRFX return over 5 years is better than : 36.97 vs. MFWTX (2.56).
| 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 | 6.214 | 10.902 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 107B | 1% |
| Annual Yield % from dividends | 1.91 | 3.55 | 54% |
| Returns for 1 year | 11.82 | 18.23 | 65% |
| Returns for 3 years | -7.94 | 15.62 | -51% |
| Returns for 5 years | 2.56 | 36.97 | 7% |
| Returns for 10 years | 20.66 | 49.29 | 42% |
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