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MFWIX vs RIREX
MFWIX vs RIREX Comparison
Open Charts MFWIX vs RIREX
MFS Global Total Return I
Price$17.83
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets1.25B
American Funds Capital Income Bldr R4
Price$79.25
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets119.49B
MFWIX vs RIREX Comparison Chart in %
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MFWIX vs. RIREX commentary
Oct 18, 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 MFWIX is a Hold and RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 119B vs. MFWIX (1.25B). RIREX pays higher dividends than MFWIX: RIREX (2.89) vs MFWIX (2.64). MFWIX was incepted earlier than RIREX: MFWIX (29 years) vs RIREX (23 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 : 10.74 vs. MFWIX (1.48). RIREX return over 5 years is better than : 52.42 vs. MFWIX (6.37).
| 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 | 23 years | - |
| Gain YTD | 13.088 | 17.064 | 77% |
| 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 | 2.64 | 2.89 | 91% |
| Returns for 1 year | 1.48 | 10.74 | 14% |
| Returns for 3 years | 26.65 | 47.56 | 56% |
| Returns for 5 years | 6.37 | 52.42 | 12% |
| Returns for 10 years | 30.24 | 60.42 | 50% |
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