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MFWGX vs RIRFX
MFWGX vs RIRFX Comparison
Open Charts MFWGX vs RIRFX
MFS Global Total Return R1
Price$17.85
Change-$0.09 (-0.50%)
VolumeN/A
Net Assets1.27B
American Funds Capital Income Bldr R5
Price$79.69
Change+$0.41 (+0.52%)
VolumeN/A
Net Assets120.79B
MFWGX vs RIRFX Comparison Chart in %
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MFWGX vs. RIRFX commentary
Feb 05, 2026
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 StrongBuy and RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 121B vs. MFWGX (1.27B). RIRFX pays higher dividends than MFWGX: RIRFX (3.05) vs MFWGX (2.15). MFWGX was incepted earlier than RIRFX: MFWGX (21 years) vs RIRFX (24 years). MFWGX (1.94) is less costly to investors than RIRFX (0.30). MFWGX is a more actively managed with annual turnover of: 63.00 vs. RIRFX (50.00). MFWGX has a lower initial minimum investment than RIRFX: MFWGX (0) vs RIRFX (250). RIRFX annual gain was more profitable for investors over the last year : 16.50 vs. MFWGX (10.99). RIRFX return over 5 years is better than : 48.75 vs. MFWGX (-0.46).
| MFWGX | RIRFX | MFWGX / RIRFX | |
| Total Expense Ratio | 1.84 | 0.30 | 613% |
| Annual Report Gross Expense Ratio | 1.94 | 0.30 | 647% |
| Fund Existence | 21 years | 24 years | - |
| Gain YTD | 3.900 | 3.601 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.27B | 121B | 1% |
| Annual Yield % from dividends | 2.15 | 3.05 | 70% |
| Returns for 1 year | 10.99 | 16.50 | 67% |
| Returns for 3 years | 12.46 | 36.34 | 34% |
| Returns for 5 years | -0.46 | 48.75 | -1% |
| Returns for 10 years | 28.45 | 91.51 | 31% |
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