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MFWLX vs RIREX
MFWLX vs RIREX Comparison
Open Charts MFWLX vs RIREX
MFS Global Total Return R6
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
MFWLX vs RIREX Comparison Chart
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MFWLX 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 MFWLX is a Buy and RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 114B vs. MFWLX (1.23B). RIREX pays higher dividends than MFWLX: RIREX (3.02) vs MFWLX (2.26). MFWLX was incepted earlier than RIREX: MFWLX (13 years) vs RIREX (23 years). MFWLX (0.85) is less costly to investors than RIREX (0.62). MFWLX is a more actively managed with annual turnover of: 69.00 vs. RIREX (56.00). MFWLX has a lower initial minimum investment than RIREX: MFWLX (0) vs RIREX (250). RIREX annual gain was more profitable for investors over the last year : 13.89 vs. MFWLX (2.72). RIREX return over 5 years is better than : 48.32 vs. MFWLX (8.89).
| MFWLX | RIREX | MFWLX / RIREX | |
| Total Expense Ratio | 0.77 | 0.62 | 124% |
| Annual Report Gross Expense Ratio | 0.85 | 0.62 | 137% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 7.611 | 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 | 2.26 | 3.02 | 75% |
| Returns for 1 year | 2.72 | 13.89 | 20% |
| Returns for 3 years | 16.63 | 32.31 | 51% |
| Returns for 5 years | 8.89 | 48.32 | 18% |
| Returns for 10 years | 23.42 | 45.96 | 51% |