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MSTSX vs RIRFX
MSTSX vs RIRFX Comparison
Open Charts MSTSX vs RIRFX
Morningstar Global Opportunistic Equity
Price$10.57
Change+$0.07 (+0.67%)
VolumeN/A
Net Assets314.78M
American Funds Capital Income Bldr R5
Price$69.96
Change+$0.34 (+0.49%)
VolumeN/A
Net Assets106.93B
MSTSX vs RIRFX Comparison Chart
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MSTSX 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 MSTSX is a Buy and RIRFX is a Hold.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 107B vs. MSTSX (315M). 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 : 11.02 vs. MSTSX (6.15). RIRFX return over 5 years is better than : 31.07 vs. MSTSX (7.02).
| 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 | 0.575 | 1.435 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 315M | 107B | 0% |
| Annual Yield % from dividends | 2.23 | 3.55 | 63% |
| Returns for 1 year | 6.15 | 11.02 | 56% |
| Returns for 3 years | 6.44 | 11.17 | 58% |
| Returns for 5 years | 7.02 | 31.07 | 23% |
| Returns for 10 years | N/A | 47.95 | - |