Ad is loading...
MSTSX vs RIRFX
MSTSX vs RIRFX Comparison
Open Charts MSTSX vs RIRFX
Morningstar Global Opportunistic Equity
Price$11.65
Change-$0.04 (-0.34%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R5
Price$73.14
Change-$0.09 (-0.12%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
MSTSX vs RIRFX Comparison Chart
Loading...
MSTSX vs. RIRFX commentary
Sep 21, 2024
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 Buy and RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 110B vs. MSTSX (326M). RIRFX pays higher dividends than MSTSX: RIRFX (3.55) vs MSTSX (2.23). MSTSX was incepted earlier than RIRFX: MSTSX (6 years) vs RIRFX (22 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 (21.57) and MSTSX (21.11) have marching annual gain over last year. RIRFX return over 5 years is better than : 42.88 vs. MSTSX (21.49).
| MSTSX | RIRFX | MSTSX / RIRFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 22 years | - |
| Gain YTD | 12.729 | 12.831 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 326M | 110B | 0% |
| Annual Yield % from dividends | 2.23 | 3.55 | 63% |
| Returns for 1 year | 21.11 | 21.57 | 98% |
| Returns for 3 years | -0.71 | 21.57 | -3% |
| Returns for 5 years | 21.49 | 42.88 | 50% |
| Returns for 10 years | N/A | 55.08 | - |