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MFWBX vs RIRCX
MFWBX vs RIRCX Comparison
Open Charts MFWBX vs RIRCX
MFS Global Total Return B
Price$17.11
Change-$0.21 (-1.21%)
VolumeN/A
Net Assets1.23B
American Funds Capital Income Bldr R3
Price$71.12
Change-$1.20 (-1.66%)
VolumeN/A
Net Assets109.78B
MFWBX vs RIRCX Comparison Chart
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MFWBX vs. RIRCX commentary
Apr 04, 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 StrongBuy and RIRCX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 110B vs. MFWBX (1.23B). RIRCX pays higher dividends than MFWBX: RIRCX (2.84) vs MFWBX (1.05). MFWBX was incepted earlier than RIRCX: MFWBX (32 years) vs RIRCX (23 years). MFWBX (1.96) is less costly to investors than RIRCX (0.91). RIRCX has a lower initial minimum investment than MFWBX: RIRCX (250) vs MFWBX (1000). RIRCX annual gain was more profitable for investors over the last year : 8.03 vs. MFWBX (-1.66). RIRCX return over 5 years is better than : 52.51 vs. MFWBX (13.61).
| MFWBX | RIRCX | MFWBX / RIRCX | |
| Total Expense Ratio | 1.86 | 0.91 | 204% |
| Annual Report Gross Expense Ratio | 1.96 | 0.91 | 215% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 3.800 | 3.650 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 110B | 1% |
| Annual Yield % from dividends | 1.05 | 2.84 | 37% |
| Returns for 1 year | -1.66 | 8.03 | -21% |
| Returns for 3 years | -2.41 | 10.88 | -22% |
| Returns for 5 years | 13.61 | 52.51 | 26% |
| Returns for 10 years | 7.30 | 34.57 | 21% |
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