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MFWIX vs RIRFX
MFWIX vs RIRFX Comparison
Open Charts MFWIX vs RIRFX
MFS Global Total Return I
Price$17.71
Change-$0.10 (-0.56%)
VolumeN/A
Net Assets1.27B
American Funds Capital Income Bldr R5
Price$79.69
Change+$0.41 (+0.52%)
VolumeN/A
Net Assets120.79B
MFWIX vs RIRFX Comparison Chart in %
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MFWIX 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 MFWIX is a StrongBuy and RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 121B vs. MFWIX (1.27B). MFWIX (3.09) and RIRFX (3.05) 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 (0.30). MFWIX is a more actively managed with annual turnover of: 63.00 vs. RIRFX (50.00). 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 : 16.50 vs. MFWIX (11.97). RIRFX return over 5 years is better than : 48.75 vs. MFWIX (4.32).
| MFWIX | RIRFX | MFWIX / RIRFX | |
| Total Expense Ratio | 0.84 | 0.30 | 280% |
| Annual Report Gross Expense Ratio | 0.94 | 0.30 | 313% |
| Fund Existence | 29 years | 24 years | - |
| Gain YTD | 3.932 | 3.601 | 109% |
| 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 | 3.09 | 3.05 | 101% |
| Returns for 1 year | 11.97 | 16.50 | 73% |
| Returns for 3 years | 15.76 | 36.34 | 43% |
| Returns for 5 years | 4.32 | 48.75 | 9% |
| Returns for 10 years | 41.35 | 91.51 | 45% |
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