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MFWIX vs RIREX
MFWIX vs RIREX Comparison
Open Charts MFWIX vs RIREX
MFS Global Total Return I
Price$17.21
Change-$0.15 (-0.86%)
VolumeN/A
Net Assets1.23B
American Funds Capital Income Bldr R4
Price$75.16
Change-$0.54 (-0.71%)
VolumeN/A
Net Assets113.85B
MFWIX vs RIREX Comparison Chart
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MFWIX vs. RIREX commentary
Jun 16, 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 Buy and RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 114B vs. MFWIX (1.23B). RIREX pays higher dividends than MFWIX: RIREX (3.02) vs MFWIX (2.17). MFWIX was incepted earlier than RIREX: MFWIX (28 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: 69.00 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 : 13.89 vs. MFWIX (2.63). RIREX return over 5 years is better than : 48.32 vs. MFWIX (8.39).
| MFWIX | RIREX | MFWIX / RIREX | |
| Total Expense Ratio | 0.84 | 0.62 | 135% |
| Annual Report Gross Expense Ratio | 0.94 | 0.62 | 152% |
| Fund Existence | 28 years | 23 years | - |
| Gain YTD | 7.590 | 10.384 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 114B | 1% |
| Annual Yield % from dividends | 2.17 | 3.02 | 72% |
| Returns for 1 year | 2.63 | 13.89 | 19% |
| Returns for 3 years | 16.38 | 32.31 | 51% |
| Returns for 5 years | 8.39 | 48.32 | 17% |
| Returns for 10 years | 22.27 | 45.96 | 48% |
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