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MFWBX vs RIRBX
MFWBX vs RIRBX Comparison
Open Charts MFWBX vs RIRBX
MFS Global Total Return B
Price$18.28
Change-$0.05 (-0.27%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R2
Price$71.86
Change-$0.33 (-0.46%)
VolumeN/A
CapitalizationN/A
MFWBX vs RIRBX Comparison Chart
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MFWBX vs. RIRBX commentary
Nov 18, 2024
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 Sell and RIRBX is a Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 107B vs. MFWBX (1.3B). RIRBX pays higher dividends than MFWBX: RIRBX (2.55) vs MFWBX (1.07). MFWBX was incepted earlier than RIRBX: MFWBX (31 years) vs RIRBX (22 years). RIRBX is a more actively managed with annual turnover of: 106.00 vs. MFWBX (69.00). 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 : 16.99 vs. MFWBX (11.01). RIRBX return over 5 years is better than : 24.12 vs. MFWBX (-0.79).
| MFWBX | RIRBX | MFWBX / RIRBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 22 years | - |
| Gain YTD | 5.486 | 9.901 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 107B | 1% |
| Annual Yield % from dividends | 1.07 | 2.55 | 42% |
| Returns for 1 year | 11.01 | 16.99 | 65% |
| Returns for 3 years | -9.72 | 9.89 | -98% |
| Returns for 5 years | -0.79 | 24.12 | -3% |
| Returns for 10 years | 12.64 | 31.25 | 40% |