Ad is loading...
MFWBX vs RIRCX
MFWBX vs RIRCX Comparison
Open Charts MFWBX vs RIRCX
MFS Global Total Return B
Price$17.10
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets1.2B
American Funds Capital Income Bldr R3
Price$70.74
Change+$0.44 (+0.63%)
VolumeN/A
Net Assets106.48B
MFWBX vs RIRCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MFWBX vs. RIRCX commentary
Apr 25, 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: 106B vs. MFWBX (1.2B). 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 : 8.57 vs. MFWBX (-1.25). RIRCX return over 5 years is better than : 42.74 vs. MFWBX (4.87).
| 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 | 2.242 | 2.455 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.2B | 106B | 1% |
| Annual Yield % from dividends | 1.05 | 2.84 | 37% |
| Returns for 1 year | -1.25 | 8.57 | -15% |
| Returns for 3 years | -0.24 | 12.45 | -2% |
| Returns for 5 years | 4.87 | 42.74 | 11% |
| Returns for 10 years | 4.47 | 30.15 | 15% |
View a ticker or compare two or three
VS
VS
Ad is loading...