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MSTSX vs RIRFX
MSTSX vs RIRFX Comparison
Open Charts MSTSX vs RIRFX
Morningstar Global Opportunistic Equity
Price$11.39
Change-$0.30 (-2.57%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R5
Price$71.20
Change-$1.59 (-2.18%)
VolumeN/A
CapitalizationN/A
MSTSX vs RIRFX Comparison Chart
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MSTSX vs. RIRFX commentary
Dec 19, 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 Hold and RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 108B vs. MSTSX (321M). 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). MSTSX annual gain was more profitable for investors over the last year : 15.41 vs. RIRFX (13.75). RIRFX return over 5 years is better than : 35.67 vs. MSTSX (16.24).
| 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 | 13.404 | 12.291 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 321M | 108B | 0% |
| Annual Yield % from dividends | 2.23 | 3.55 | 63% |
| Returns for 1 year | 15.41 | 13.75 | 112% |
| Returns for 3 years | 18.94 | 17.19 | 110% |
| Returns for 5 years | 16.24 | 35.67 | 46% |
| Returns for 10 years | N/A | 52.18 | - |
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