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MFWBX vs RIRCX
MFWBX vs RIRCX Comparison
Open Charts MFWBX vs RIRCX
MFS Global Total Return B
Price$17.96
Change-$0.04 (-0.22%)
VolumeN/A
Net Assets1.24B
American Funds Capital Income Bldr R3
Price$75.34
Change-$0.30 (-0.40%)
VolumeN/A
Net Assets114.36B
MFWBX vs RIRCX Comparison Chart in %
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MFWBX vs. RIRCX commentary
Jun 26, 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: 114B vs. MFWBX (1.24B). RIRCX pays higher dividends than MFWBX: RIRCX (2.74) vs MFWBX (1.03). 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: 69.00 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 : 13.21 vs. MFWBX (2.41). RIRCX return over 5 years is better than : 48.69 vs. MFWBX (5.10).
| 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 | 7.876 | 10.395 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 114B | 1% |
| Annual Yield % from dividends | 1.03 | 2.74 | 37% |
| Returns for 1 year | 2.41 | 13.21 | 18% |
| Returns for 3 years | 11.85 | 28.88 | 41% |
| Returns for 5 years | 5.10 | 48.69 | 10% |
| Returns for 10 years | 12.49 | 44.82 | 28% |