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MFWBX vs RIRBX
MFWBX vs RIRBX Comparison
Open Charts MFWBX vs RIRBX
MFS Global Total Return B
Price$17.96
Change-$0.04 (-0.22%)
VolumeN/A
Net Assets1.24B
American Funds Capital Income Bldr R2
Price$75.39
Change-$0.30 (-0.40%)
VolumeN/A
Net Assets114.36B
MFWBX vs RIRBX Comparison Chart in %
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MFWBX vs. RIRBX commentary
Jun 26, 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 MFWBX is a Hold and RIRBX is a Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 114B vs. MFWBX (1.24B). RIRBX pays higher dividends than MFWBX: RIRBX (2.33) vs MFWBX (1.03). MFWBX was incepted earlier than RIRBX: MFWBX (32 years) vs RIRBX (23 years). MFWBX (1.94) is less costly to investors than RIRBX (1.36). MFWBX is a more actively managed with annual turnover of: 69.00 vs. RIRBX (56.00). RIRBX has a lower initial minimum investment than MFWBX: RIRBX (250) vs MFWBX (1000). RIRBX annual gain was more profitable for investors over the last year : 12.70 vs. MFWBX (2.41). RIRBX return over 5 years is better than : 46.14 vs. MFWBX (5.10).
| MFWBX | RIRBX | MFWBX / RIRBX | |
| Total Expense Ratio | 1.84 | 1.36 | 135% |
| Annual Report Gross Expense Ratio | 1.94 | 1.36 | 143% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 7.876 | 10.165 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 114B | 1% |
| Annual Yield % from dividends | 1.03 | 2.33 | 44% |
| Returns for 1 year | 2.41 | 12.70 | 19% |
| Returns for 3 years | 11.85 | 27.39 | 43% |
| Returns for 5 years | 5.10 | 46.14 | 11% |
| Returns for 10 years | 12.49 | 41.89 | 30% |
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