Ad is loading...
MFWTX vs RIRFX
MFWTX vs RIRFX Comparison
Open Charts MFWTX vs RIRFX
MFS Global Total Return A
Price$16.43
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets1.23B
American Funds Capital Income Bldr R5
Price$69.96
Change+$0.34 (+0.49%)
VolumeN/A
Net Assets106.93B
MFWTX vs RIRFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MFWTX vs. RIRFX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 107B vs. MFWTX (1.23B). 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 : 11.02 vs. MFWTX (0.77). RIRFX return over 5 years is better than : 31.07 vs. MFWTX (-5.67).
| 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 | 0.859 | 1.435 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 107B | 1% |
| Annual Yield % from dividends | 1.91 | 3.55 | 54% |
| Returns for 1 year | 0.77 | 11.02 | 7% |
| Returns for 3 years | -7.19 | 11.17 | -64% |
| Returns for 5 years | -5.67 | 31.07 | -18% |
| Returns for 10 years | 13.47 | 47.95 | 28% |