Interact to see
Advertisement
Advertisement
MFWTX vs RIRFX
MFWTX vs RIRFX Comparison
Open Charts MFWTX vs RIRFX
MFS Global Total Return A
Price$18.24
Change-$0.07 (-0.38%)
VolumeN/A
Net Assets1.26B
American Funds Capital Income Bldr R5
Price$80.13
Change-$0.64 (-0.79%)
VolumeN/A
Net Assets121.54B
MFWTX vs RIRFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MFWTX 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 MFWTX is a Hold and RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 122B vs. MFWTX (1.26B). RIRFX pays higher dividends than MFWTX: RIRFX (3.17) vs MFWTX (2.39). MFWTX was incepted earlier than RIRFX: MFWTX (35 years) vs RIRFX (24 years). MFWTX (1.19) is less costly to investors than RIRFX (0.31). MFWTX is a more actively managed with annual turnover of: 63.00 vs. RIRFX (56.00). 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 : 15.33 vs. MFWTX (4.19). RIRFX return over 5 years is better than : 57.90 vs. MFWTX (2.76).
| MFWTX | RIRFX | MFWTX / RIRFX | |
| Total Expense Ratio | 1.09 | 0.31 | 352% |
| Annual Report Gross Expense Ratio | 1.19 | 0.31 | 384% |
| Fund Existence | 35 years | 24 years | - |
| Gain YTD | 14.117 | 19.523 | 72% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 122B | 1% |
| Annual Yield % from dividends | 2.39 | 3.17 | 75% |
| Returns for 1 year | 4.19 | 15.33 | 27% |
| Returns for 3 years | 18.61 | 42.89 | 43% |
| Returns for 5 years | 2.76 | 57.90 | 5% |
| Returns for 10 years | 30.95 | 86.22 | 36% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers