Interact to see
Advertisement
Advertisement
MFWIX vs RIRFX
MFWIX vs RIRFX Comparison
Open Charts MFWIX vs RIRFX
MFS Global Total Return I
Price$17.96
Change-$0.07 (-0.39%)
VolumeN/A
Net Assets1.26B
American Funds Capital Income Bldr R5
Price$80.13
Change-$0.64 (-0.79%)
VolumeN/A
Net Assets121.54B
MFWIX vs RIRFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MFWIX vs. RIRFX commentary
Nov 14, 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 StrongBuy and RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 122B vs. MFWIX (1.26B). RIRFX pays higher dividends than MFWIX: RIRFX (3.17) vs MFWIX (2.66). 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 : 15.33 vs. MFWIX (4.29). RIRFX return over 5 years is better than : 57.90 vs. MFWIX (3.37).
| 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 | 13.913 | 19.523 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 122B | 1% |
| Annual Yield % from dividends | 2.66 | 3.17 | 84% |
| Returns for 1 year | 4.29 | 15.33 | 28% |
| Returns for 3 years | 19.44 | 42.89 | 45% |
| Returns for 5 years | 3.37 | 57.90 | 6% |
| Returns for 10 years | 32.33 | 86.22 | 37% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement