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MFWTX vs RIRFX
MFWTX vs RIRFX Comparison
Open Charts MFWTX vs RIRFX
MFS Global Total Return A
Price$18.02
Change-$0.07 (-0.39%)
VolumeN/A
Net Assets1.27B
American Funds Capital Income Bldr R5
Price$79.69
Change+$0.41 (+0.52%)
VolumeN/A
Net Assets120.79B
MFWTX vs RIRFX Comparison Chart in %
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MFWTX vs. RIRFX commentary
Feb 04, 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 RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 121B vs. MFWTX (1.27B). RIRFX pays higher dividends than MFWTX: RIRFX (3.05) vs MFWTX (2.81). MFWTX was incepted earlier than RIRFX: MFWTX (35 years) vs RIRFX (24 years). MFWTX (1.19) is less costly to investors than RIRFX (0.30). MFWTX is a more actively managed with annual turnover of: 63.00 vs. RIRFX (50.00). RIRFX has a lower initial minimum investment than MFWTX: RIRFX (250) vs MFWTX (1000). RIRFX annual gain was more profitable for investors over the last year : 16.50 vs. MFWTX (11.81). RIRFX return over 5 years is better than : 48.75 vs. MFWTX (3.45).
| MFWTX | RIRFX | MFWTX / RIRFX | |
| Total Expense Ratio | 1.09 | 0.30 | 363% |
| Annual Report Gross Expense Ratio | 1.19 | 0.30 | 397% |
| Fund Existence | 35 years | 24 years | - |
| Gain YTD | 3.982 | 3.601 | 111% |
| 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 | 3.05 | 92% |
| Returns for 1 year | 11.81 | 16.50 | 72% |
| Returns for 3 years | 15.17 | 36.34 | 42% |
| Returns for 5 years | 3.45 | 48.75 | 7% |
| Returns for 10 years | 38.63 | 91.51 | 42% |
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