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MSTSX vs RIRFX
MSTSX vs RIRFX Comparison
Open Charts MSTSX vs RIRFX
Morningstar Global Opportunistic Equity
Price$10.75
Change+$0.06 (+0.56%)
VolumeN/A
Net Assets294.26M
American Funds Capital Income Bldr R5
Price$72.29
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets109.37B
MSTSX vs RIRFX Comparison Chart
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MSTSX vs. RIRFX commentary
Apr 03, 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 StrongBuy and RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 109B vs. MSTSX (294M). RIRFX pays higher dividends than MSTSX: RIRFX (3.42) vs MSTSX (2.12). MSTSX was incepted earlier than RIRFX: MSTSX (6 years) vs RIRFX (23 years). MSTSX (0.82) is less costly to investors than RIRFX (0.31). 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 : 10.46 vs. MSTSX (1.17). RIRFX return over 5 years is better than : 66.51 vs. MSTSX (40.60).
| MSTSX | RIRFX | MSTSX / RIRFX | |
| Total Expense Ratio | 0.82 | 0.31 | 265% |
| Annual Report Gross Expense Ratio | 0.82 | 0.31 | 265% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 2.395 | 5.556 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 294M | 109B | 0% |
| Annual Yield % from dividends | 2.12 | 3.42 | 62% |
| Returns for 1 year | 1.17 | 10.46 | 11% |
| Returns for 3 years | 10.18 | 17.13 | 59% |
| Returns for 5 years | 40.60 | 66.51 | 61% |
| Returns for 10 years | N/A | 54.15 | - |
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