Interact to see
Advertisement
Advertisement
MFWIX vs RIREX
MFWIX vs RIREX Comparison
Open Charts MFWIX vs RIREX
MFS Global Total Return I
Price$17.41
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets1.26B
American Funds Capital Income Bldr R4
Price$78.55
Change+$0.15 (+0.19%)
VolumeN/A
Net Assets120.79B
MFWIX vs RIREX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MFWIX vs. RIREX commentary
Jan 16, 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 MFWIX is a Hold and RIREX is a Hold.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 121B vs. MFWIX (1.26B). MFWIX pays higher dividends than RIREX: MFWIX (3.19) vs RIREX (2.86). MFWIX was incepted earlier than RIREX: MFWIX (29 years) vs RIREX (24 years). MFWIX (0.94) is less costly to investors than RIREX (0.62). MFWIX is a more actively managed with annual turnover of: 63.00 vs. RIREX (56.00). MFWIX has a lower initial minimum investment than RIREX: MFWIX (0) vs RIREX (250). RIREX annual gain was more profitable for investors over the last year : 17.04 vs. MFWIX (12.14). RIREX return over 5 years is better than : 40.68 vs. MFWIX (1.90).
| MFWIX | RIREX | MFWIX / RIREX | |
| Total Expense Ratio | 0.84 | 0.62 | 135% |
| Annual Report Gross Expense Ratio | 0.94 | 0.62 | 152% |
| Fund Existence | 29 years | 24 years | - |
| Gain YTD | 2.171 | 2.159 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 121B | 1% |
| Annual Yield % from dividends | 3.19 | 2.86 | 112% |
| Returns for 1 year | 12.14 | 17.04 | 71% |
| Returns for 3 years | 13.80 | 33.08 | 42% |
| Returns for 5 years | 1.90 | 40.68 | 5% |
| Returns for 10 years | 41.88 | 75.41 | 56% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement