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MFWTX vs RIRFX
MFWTX vs RIRFX Comparison
Open Charts MFWTX vs RIRFX
MFS Global Total Return A
Price$16.31
Change+$0.20 (+1.24%)
VolumeN/A
Net Assets1.16B
American Funds Capital Income Bldr R5
Price$69.11
Change+$0.97 (+1.42%)
VolumeN/A
Net Assets103.34B
MFWTX vs RIRFX Comparison Chart
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MFWTX vs. RIRFX commentary
Apr 12, 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: 103B vs. MFWTX (1.16B). RIRFX pays higher dividends than MFWTX: RIRFX (3.42) vs MFWTX (1.95). MFWTX was incepted earlier than RIRFX: MFWTX (35 years) vs RIRFX (23 years). MFWTX (1.21) is less costly to investors than RIRFX (0.31). 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 : 6.96 vs. MFWTX (-4.31). RIRFX return over 5 years is better than : 50.07 vs. MFWTX (4.83).
| MFWTX | RIRFX | MFWTX / RIRFX | |
| Total Expense Ratio | 1.11 | 0.31 | 358% |
| Annual Report Gross Expense Ratio | 1.21 | 0.31 | 390% |
| Fund Existence | 35 years | 23 years | - |
| Gain YTD | -0.889 | 0.913 | -97% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.16B | 103B | 1% |
| Annual Yield % from dividends | 1.95 | 3.42 | 57% |
| Returns for 1 year | -4.31 | 6.96 | -62% |
| Returns for 3 years | -3.06 | 13.20 | -23% |
| Returns for 5 years | 4.83 | 50.07 | 10% |
| Returns for 10 years | 8.95 | 45.16 | 20% |