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MGBRX vs RIRFX
MGBRX vs RIRFX Comparison
Open Charts MGBRX vs RIRFX
MFS Global Total Return R2
Price$16.88
Change-$0.04 (-0.24%)
VolumeN/A
Net Assets1.23B
American Funds Capital Income Bldr R5
Price$73.81
Change-$0.05 (-0.07%)
VolumeN/A
Net Assets111.46B
MGBRX vs RIRFX Comparison Chart
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MGBRX vs. RIRFX commentary
May 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 MGBRX is a Hold and RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 111B vs. MGBRX (1.23B). RIRFX pays higher dividends than MGBRX: RIRFX (3.41) vs MGBRX (1.72). MGBRX was incepted earlier than RIRFX: MGBRX (22 years) vs RIRFX (23 years). MGBRX (1.44) is less costly to investors than RIRFX (0.31). MGBRX is a more actively managed with annual turnover of: 69.00 vs. RIRFX (56.00). MGBRX has a lower initial minimum investment than RIRFX: MGBRX (0) vs RIRFX (250). RIRFX annual gain was more profitable for investors over the last year : 11.08 vs. MGBRX (-0.42). RIRFX return over 5 years is better than : 59.61 vs. MGBRX (8.43).
| MGBRX | RIRFX | MGBRX / RIRFX | |
| Total Expense Ratio | 1.34 | 0.31 | 432% |
| Annual Report Gross Expense Ratio | 1.44 | 0.31 | 465% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 5.728 | 7.775 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 111B | 1% |
| Annual Yield % from dividends | 1.72 | 3.41 | 51% |
| Returns for 1 year | -0.42 | 11.08 | -4% |
| Returns for 3 years | 6.49 | 25.56 | 25% |
| Returns for 5 years | 8.43 | 59.61 | 14% |
| Returns for 10 years | 12.76 | 53.27 | 24% |
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