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MFWIX vs RIRFX
MFWIX vs RIRFX Comparison
Open Charts MFWIX vs RIRFX
MFS Global Total Return I
Price$18.07
Change+$0.08 (+0.44%)
VolumeN/A
Net Assets1.25B
American Funds Capital Income Bldr R5
Price$80.97
Change+$0.41 (+0.51%)
VolumeN/A
Net Assets120.93B
MFWIX vs RIRFX Comparison Chart in %
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MFWIX vs. RIRFX commentary
Dec 05, 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 Hold.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 121B vs. MFWIX (1.25B). RIRFX pays higher dividends than MFWIX: RIRFX (3.08) vs MFWIX (2.61). 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 : 14.57 vs. MFWIX (3.59). RIRFX return over 5 years is better than : 52.76 vs. MFWIX (1.29).
| 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 | 14.611 | 19.819 | 74% |
| 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 | 2.61 | 3.08 | 85% |
| Returns for 1 year | 3.59 | 14.57 | 25% |
| Returns for 3 years | 15.62 | 38.44 | 41% |
| Returns for 5 years | 1.29 | 52.76 | 2% |
| Returns for 10 years | 31.91 | 83.67 | 38% |
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