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MFWTX vs RIRFX
MFWTX vs RIRFX Comparison
Open Charts MFWTX vs RIRFX
MFS Global Total Return A
Price$17.75
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets1.25B
American Funds Capital Income Bldr R5
Price$77.20
Change+$0.29 (+0.38%)
VolumeN/A
Net Assets116.28B
MFWTX vs RIRFX Comparison Chart in %
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MFWTX vs. RIRFX commentary
Jul 11, 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 Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 116B vs. MFWTX (1.25B). RIRFX pays higher dividends than MFWTX: RIRFX (3.25) vs MFWTX (2.27). 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 : 15.19 vs. MFWTX (3.53). RIRFX return over 5 years is better than : 59.21 vs. MFWTX (7.81).
| 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 | 9.745 | 13.499 | 72% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 116B | 1% |
| Annual Yield % from dividends | 2.27 | 3.25 | 70% |
| Returns for 1 year | 3.53 | 15.19 | 23% |
| Returns for 3 years | 17.74 | 38.54 | 46% |
| Returns for 5 years | 7.81 | 59.21 | 13% |
| Returns for 10 years | 22.24 | 66.95 | 33% |
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