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MFWBX vs RIRCX
MFWBX vs RIRCX Comparison
Open Charts MFWBX vs RIRCX
MFS Global Total Return B
Price$16.82
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets1.23B
American Funds Capital Income Bldr R3
Price$69.98
Change+$0.35 (+0.50%)
VolumeN/A
Net Assets106.93B
MFWBX vs RIRCX Comparison Chart
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MFWBX vs. RIRCX commentary
Jan 19, 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 RIRCX is a Hold.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 107B vs. MFWBX (1.23B). RIRCX pays higher dividends than MFWBX: RIRCX (2.97) vs MFWBX (1.07). MFWBX was incepted earlier than RIRCX: MFWBX (31 years) vs RIRCX (23 years). RIRCX is a more actively managed with annual turnover of: 106.00 vs. MFWBX (69.00). 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 : 10.39 vs. MFWBX (0.13). RIRCX return over 5 years is better than : 21.37 vs. MFWBX (-8.61).
| MFWBX | RIRCX | MFWBX / RIRCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | 0.779 | 1.420 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 107B | 1% |
| Annual Yield % from dividends | 1.07 | 2.97 | 36% |
| Returns for 1 year | 0.13 | 10.39 | 1% |
| Returns for 3 years | -9.06 | 6.70 | -135% |
| Returns for 5 years | -8.61 | 21.37 | -40% |
| Returns for 10 years | 6.09 | 32.47 | 19% |
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