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MGBRX vs RIREX
MGBRX vs RIREX Comparison
Open Charts MGBRX vs RIREX
MFS Global Total Return R2
Price$17.48
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets1.26B
American Funds Capital Income Bldr R4
Price$76.99
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
MGBRX vs RIREX Comparison Chart in %
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MGBRX vs. RIREX commentary
Jul 07, 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 MGBRX is a Buy and RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 116B vs. MGBRX (1.26B). RIREX pays higher dividends than MGBRX: RIREX (2.97) vs MGBRX (2.05). MGBRX was incepted earlier than RIREX: MGBRX (22 years) vs RIREX (23 years). MGBRX (1.44) is less costly to investors than RIREX (0.62). MGBRX is a more actively managed with annual turnover of: 69.00 vs. RIREX (56.00). MGBRX has a lower initial minimum investment than RIREX: MGBRX (0) vs RIREX (250). RIREX annual gain was more profitable for investors over the last year : 15.71 vs. MGBRX (4.40). RIREX return over 5 years is better than : 50.20 vs. MGBRX (2.60).
| MGBRX | RIREX | MGBRX / RIREX | |
| Total Expense Ratio | 1.34 | 0.62 | 216% |
| Annual Report Gross Expense Ratio | 1.44 | 0.62 | 232% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 10.018 | 13.071 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 116B | 1% |
| Annual Yield % from dividends | 2.05 | 2.97 | 69% |
| Returns for 1 year | 4.40 | 15.71 | 28% |
| Returns for 3 years | 15.88 | 33.22 | 48% |
| Returns for 5 years | 2.60 | 50.20 | 5% |
| Returns for 10 years | 20.64 | 52.98 | 39% |
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