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MFWTX vs RIREX
MFWTX vs RIREX Comparison
Open Charts MFWTX vs RIREX
MFS Global Total Return A
Price$18.02
Change-$0.07 (-0.39%)
VolumeN/A
Net Assets1.27B
American Funds Capital Income Bldr R4
Price$79.63
Change+$0.39 (+0.49%)
VolumeN/A
Net Assets120.79B
MFWTX vs RIREX Comparison Chart in %
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MFWTX vs. RIREX 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 MFWTX is a StrongBuy and RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 121B vs. MFWTX (1.27B). MFWTX (2.81) and RIREX (2.77) have matching dividends . MFWTX was incepted earlier than RIREX: MFWTX (35 years) vs RIREX (24 years). MFWTX (1.19) is less costly to investors than RIREX (0.61). MFWTX is a more actively managed with annual turnover of: 63.00 vs. RIREX (50.00). RIREX has a lower initial minimum investment than MFWTX: RIREX (250) vs MFWTX (1000). RIREX annual gain was more profitable for investors over the last year : 16.14 vs. MFWTX (11.81). RIREX return over 5 years is better than : 42.86 vs. MFWTX (3.45).
| MFWTX | RIREX | MFWTX / RIREX | |
| Total Expense Ratio | 1.09 | 0.61 | 179% |
| Annual Report Gross Expense Ratio | 1.19 | 0.61 | 195% |
| Fund Existence | 35 years | 24 years | - |
| Gain YTD | 3.982 | 3.564 | 112% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.27B | 121B | 1% |
| Annual Yield % from dividends | 2.81 | 2.77 | 101% |
| Returns for 1 year | 11.81 | 16.14 | 73% |
| Returns for 3 years | 15.17 | 35.09 | 43% |
| Returns for 5 years | 3.45 | 42.86 | 8% |
| Returns for 10 years | 38.63 | 73.02 | 53% |