Interact to see
Advertisement
Advertisement
MGBRX vs RIRFX
MGBRX vs RIRFX Comparison
Open Charts MGBRX vs RIRFX
MFS Global Total Return R2
Price$17.18
Change-$0.15 (-0.87%)
VolumeN/A
Net Assets1.23B
American Funds Capital Income Bldr R5
Price$75.18
Change-$0.54 (-0.71%)
VolumeN/A
Net Assets113.85B
MGBRX vs RIRFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MGBRX vs. RIRFX commentary
Jun 16, 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 StrongBuy and RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 114B vs. MGBRX (1.23B). RIRFX pays higher dividends than MGBRX: RIRFX (3.30) vs MGBRX (1.69). 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 : 14.23 vs. MGBRX (2.12). RIRFX return over 5 years is better than : 57.55 vs. MGBRX (5.76).
| 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 | 7.353 | 10.529 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 114B | 1% |
| Annual Yield % from dividends | 1.69 | 3.30 | 51% |
| Returns for 1 year | 2.12 | 14.23 | 15% |
| Returns for 3 years | 14.60 | 35.63 | 41% |
| Returns for 5 years | 5.76 | 57.55 | 10% |
| Returns for 10 years | 16.36 | 61.19 | 27% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement