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MSTSX vs RIRFX
MSTSX vs RIRFX Comparison
Open Charts MSTSX vs RIRFX
Morningstar Global Opportunistic Equity
Price$10.96
Change-$0.10 (-0.90%)
VolumeN/A
Net Assets321.67M
American Funds Capital Income Bldr R5
Price$72.51
Change-$0.25 (-0.34%)
VolumeN/A
Net Assets110.16B
MSTSX vs RIRFX Comparison Chart
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MSTSX 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 MSTSX is a Hold and RIRFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 110B vs. MSTSX (322M). RIRFX pays higher dividends than MSTSX: RIRFX (3.55) vs MSTSX (2.23). MSTSX was incepted earlier than RIRFX: MSTSX (6 years) vs RIRFX (23 years). RIRFX is a more actively managed with annual turnover of: 106.00 vs. MSTSX (47.00). MSTSX has a lower initial minimum investment than RIRFX: MSTSX (0) vs RIRFX (250). RIRFX annual gain was more profitable for investors over the last year : 12.45 vs. MSTSX (5.78). RIRFX return over 5 years is better than : 36.57 vs. MSTSX (14.36).
| MSTSX | RIRFX | MSTSX / RIRFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 4.981 | 5.133 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 322M | 110B | 0% |
| Annual Yield % from dividends | 2.23 | 3.55 | 63% |
| Returns for 1 year | 5.78 | 12.45 | 46% |
| Returns for 3 years | 12.96 | 17.77 | 73% |
| Returns for 5 years | 14.36 | 36.57 | 39% |
| Returns for 10 years | N/A | 49.63 | - |