Ad is loading...
MFWTX vs RIRFX
MFWTX vs RIRFX Comparison
Open Charts MFWTX vs RIRFX
MFS Global Total Return A
Price$16.90
Change-$0.05 (-0.29%)
VolumeN/A
Net Assets1.24B
American Funds Capital Income Bldr R5
Price$72.51
Change-$0.25 (-0.34%)
VolumeN/A
Net Assets110.16B
MFWTX vs RIRFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MFWTX vs. RIRFX commentary
Feb 23, 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: 110B vs. MFWTX (1.24B). 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 : 12.45 vs. MFWTX (1.88). RIRFX return over 5 years is better than : 36.57 vs. MFWTX (-1.90).
| 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 | 4.052 | 5.133 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 110B | 1% |
| Annual Yield % from dividends | 1.91 | 3.55 | 54% |
| Returns for 1 year | 1.88 | 12.45 | 15% |
| Returns for 3 years | -0.97 | 17.77 | -5% |
| Returns for 5 years | -1.90 | 36.57 | -5% |
| Returns for 10 years | 14.49 | 49.63 | 29% |
View a ticker or compare two or three
VS
VS
Ad is loading...