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MFWIX vs RIRFX
MFWIX vs RIRFX Comparison
Open Charts MFWIX vs RIRFX
MFS Global Total Return I
Price$17.38
Change+$0.09 (+0.52%)
VolumeN/A
Net Assets1.25B
American Funds Capital Income Bldr R5
Price$78.44
Change+$0.31 (+0.40%)
VolumeN/A
Net Assets120.79B
MFWIX vs RIRFX Comparison Chart in %
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MFWIX vs. RIRFX 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 RIRFX is a Hold.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 121B vs. MFWIX (1.25B). MFWIX (3.19) and RIRFX (3.14) have matching dividends . MFWIX was incepted earlier than RIRFX: MFWIX (29 years) vs RIRFX (24 years). MFWIX (0.94) is less costly to investors than RIRFX (0.31). MFWIX is a more actively managed with annual turnover of: 63.00 vs. RIRFX (56.00). MFWIX has a lower initial minimum investment than RIRFX: MFWIX (0) vs RIRFX (250). RIRFX annual gain was more profitable for investors over the last year : 18.25 vs. MFWIX (13.07). RIRFX return over 5 years is better than : 46.19 vs. MFWIX (1.72).
| MFWIX | RIRFX | MFWIX / RIRFX | |
| Total Expense Ratio | 0.84 | 0.31 | 271% |
| Annual Report Gross Expense Ratio | 0.94 | 0.31 | 303% |
| Fund Existence | 29 years | 24 years | - |
| Gain YTD | 1.995 | 1.976 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 121B | 1% |
| Annual Yield % from dividends | 3.19 | 3.14 | 102% |
| Returns for 1 year | 13.07 | 18.25 | 72% |
| Returns for 3 years | 13.61 | 34.04 | 40% |
| Returns for 5 years | 1.72 | 46.19 | 4% |
| Returns for 10 years | 41.64 | 93.81 | 44% |
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