Interact to see
Advertisement
Advertisement
MFWBX vs RIRCX
MFWBX vs RIRCX Comparison
Open Charts MFWBX vs RIRCX
MFS Global Total Return B
Price$18.43
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets1.26B
American Funds Capital Income Bldr R3
Price$78.03
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets117.69B
MFWBX vs RIRCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MFWBX vs. RIRCX commentary
Aug 17, 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: 118B vs. MFWBX (1.26B). RIRCX pays higher dividends than MFWBX: RIRCX (2.70) vs MFWBX (1.41). MFWBX was incepted earlier than RIRCX: MFWBX (32 years) vs RIRCX (23 years). MFWBX (1.94) is less costly to investors than RIRCX (0.91). MFWBX is a more actively managed with annual turnover of: 63.00 vs. RIRCX (56.00). 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 : 12.21 vs. MFWBX (2.26). RIRCX return over 5 years is better than : 46.48 vs. MFWBX (1.89).
| MFWBX | RIRCX | MFWBX / RIRCX | |
| Total Expense Ratio | 1.84 | 0.91 | 202% |
| Annual Report Gross Expense Ratio | 1.94 | 0.91 | 213% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 11.001 | 14.336 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 118B | 1% |
| Annual Yield % from dividends | 1.41 | 2.70 | 52% |
| Returns for 1 year | 2.26 | 12.21 | 19% |
| Returns for 3 years | 10.32 | 28.65 | 36% |
| Returns for 5 years | 1.89 | 46.48 | 4% |
| Returns for 10 years | 16.50 | 51.51 | 32% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement