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MFWBX vs RIRCX
MFWBX vs RIRCX Comparison
Open Charts MFWBX vs RIRCX
MFS Global Total Return B
Price$16.65
Change-$0.27 (-1.60%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R3
Price$71.13
Change-$1.59 (-2.19%)
VolumeN/A
CapitalizationN/A
MFWBX vs RIRCX Comparison Chart
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MFWBX vs. RIRCX commentary
Dec 19, 2024
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 Sell and RIRCX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 108B vs. MFWBX (1.26B). 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 : 13.07 vs. MFWBX (0.07). RIRCX return over 5 years is better than : 24.74 vs. MFWBX (-6.55).
| 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 | -1.595 | 11.634 | -14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 108B | 1% |
| Annual Yield % from dividends | 1.07 | 2.97 | 36% |
| Returns for 1 year | 0.07 | 13.07 | 1% |
| Returns for 3 years | -7.49 | 12.47 | -60% |
| Returns for 5 years | -6.55 | 24.74 | -26% |
| Returns for 10 years | 6.21 | 36.23 | 17% |