Interact to see
Advertisement
Advertisement
MFWGX vs RIREX
MFWGX vs RIREX Comparison
Open Charts MFWGX vs RIREX
MFS Global Total Return R1
Price$17.96
Change+$0.04 (+0.22%)
VolumeN/A
Net Assets1.25B
American Funds Capital Income Bldr R4
Price$79.25
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets119.49B
MFWGX vs RIREX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MFWGX vs. RIREX commentary
Oct 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 MFWGX is a Hold and RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 119B vs. MFWGX (1.25B). RIREX pays higher dividends than MFWGX: RIREX (2.89) vs MFWGX (1.72). MFWGX was incepted earlier than RIREX: MFWGX (21 years) vs RIREX (23 years). MFWGX (1.94) is less costly to investors than RIREX (0.62). MFWGX is a more actively managed with annual turnover of: 63.00 vs. RIREX (56.00). MFWGX has a lower initial minimum investment than RIREX: MFWGX (0) vs RIREX (250). RIREX annual gain was more profitable for investors over the last year : 10.74 vs. MFWGX (0.54). RIREX return over 5 years is better than : 52.42 vs. MFWGX (1.49).
| MFWGX | RIREX | MFWGX / RIREX | |
| Total Expense Ratio | 1.84 | 0.62 | 297% |
| Annual Report Gross Expense Ratio | 1.94 | 0.62 | 313% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 12.203 | 17.064 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 119B | 1% |
| Annual Yield % from dividends | 1.72 | 2.89 | 60% |
| Returns for 1 year | 0.54 | 10.74 | 5% |
| Returns for 3 years | 23.00 | 47.56 | 48% |
| Returns for 5 years | 1.49 | 52.42 | 3% |
| Returns for 10 years | 18.33 | 60.42 | 30% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement