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MFWGX vs RIREX
MFWGX vs RIREX Comparison
Open Charts MFWGX vs RIREX
MFS Global Total Return R1
Price$17.63
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets1.26B
American Funds Capital Income Bldr R4
Price$76.99
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
MFWGX vs RIREX Comparison Chart in %
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MFWGX vs. RIREX commentary
Jul 07, 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 Buy and RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 116B vs. MFWGX (1.26B). RIREX pays higher dividends than MFWGX: RIREX (2.97) vs MFWGX (1.57). MFWGX was incepted earlier than RIREX: MFWGX (20 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: 69.00 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 : 15.71 vs. MFWGX (3.91). RIREX return over 5 years is better than : 50.20 vs. MFWGX (1.58).
| MFWGX | RIREX | MFWGX / RIREX | |
| Total Expense Ratio | 1.84 | 0.62 | 297% |
| Annual Report Gross Expense Ratio | 1.94 | 0.62 | 313% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 9.765 | 13.071 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 116B | 1% |
| Annual Yield % from dividends | 1.57 | 2.97 | 53% |
| Returns for 1 year | 3.91 | 15.71 | 25% |
| Returns for 3 years | 14.28 | 33.22 | 43% |
| Returns for 5 years | 1.58 | 50.20 | 3% |
| Returns for 10 years | 15.13 | 52.98 | 29% |
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