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MFWBX vs RIRCX
MFWBX vs RIRCX Comparison
Open Charts MFWBX vs RIRCX
MFS Global Total Return B
Price$17.29
Change-$0.05 (-0.29%)
VolumeN/A
Net Assets1.24B
American Funds Capital Income Bldr R3
Price$72.48
Change-$0.25 (-0.34%)
VolumeN/A
Net Assets110.16B
MFWBX vs RIRCX Comparison Chart
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MFWBX vs. RIRCX commentary
Feb 23, 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 Buy and RIRCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 110B vs. MFWBX (1.24B). 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 : 11.78 vs. MFWBX (0.96). RIRCX return over 5 years is better than : 26.43 vs. MFWBX (-5.26).
| 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 | 3.595 | 5.043 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 110B | 1% |
| Annual Yield % from dividends | 1.07 | 2.97 | 36% |
| Returns for 1 year | 0.96 | 11.78 | 8% |
| Returns for 3 years | -3.19 | 13.04 | -24% |
| Returns for 5 years | -5.26 | 26.43 | -20% |
| Returns for 10 years | 6.71 | 33.97 | 20% |