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MFWBX vs RIRCX
MFWBX vs RIRCX Comparison
Open Charts MFWBX vs RIRCX
MFS Global Total Return B
Price$18.30
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets1.25B
American Funds Capital Income Bldr R3
Price$77.72
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets117.32B
MFWBX vs RIRCX Comparison Chart in %
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MFWBX vs. RIRCX commentary
Jul 27, 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 Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 117B vs. MFWBX (1.25B). RIRCX pays higher dividends than MFWBX: RIRCX (2.69) vs MFWBX (1.40). 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 : 14.62 vs. MFWBX (3.24). RIRCX return over 5 years is better than : 48.29 vs. MFWBX (3.09).
| 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 | 10.278 | 13.882 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 117B | 1% |
| Annual Yield % from dividends | 1.40 | 2.69 | 52% |
| Returns for 1 year | 3.24 | 14.62 | 22% |
| Returns for 3 years | 14.06 | 33.10 | 42% |
| Returns for 5 years | 3.09 | 48.29 | 6% |
| Returns for 10 years | 15.47 | 51.06 | 30% |
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