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MFWBX vs RIREX
MFWBX vs RIREX Comparison
Open Charts MFWBX vs RIREX
MFS Global Total Return B
Price$17.96
Change-$0.04 (-0.22%)
VolumeN/A
Net Assets1.24B
American Funds Capital Income Bldr R4
Price$75.27
Change-$0.31 (-0.41%)
VolumeN/A
Net Assets114.36B
MFWBX vs RIREX Comparison Chart in %
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MFWBX vs. RIREX 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 RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 114B vs. MFWBX (1.24B). RIREX pays higher dividends than MFWBX: RIREX (3.02) vs MFWBX (1.03). MFWBX was incepted earlier than RIREX: MFWBX (32 years) vs RIREX (23 years). MFWBX (1.94) is less costly to investors than RIREX (0.62). MFWBX is a more actively managed with annual turnover of: 69.00 vs. RIREX (56.00). RIREX has a lower initial minimum investment than MFWBX: RIREX (250) vs MFWBX (1000). RIREX annual gain was more profitable for investors over the last year : 13.53 vs. MFWBX (2.41). RIREX return over 5 years is better than : 50.36 vs. MFWBX (5.10).
| MFWBX | RIREX | MFWBX / RIREX | |
| Total Expense Ratio | 1.84 | 0.62 | 297% |
| Annual Report Gross Expense Ratio | 1.94 | 0.62 | 313% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 7.876 | 10.545 | 75% |
| 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 | 3.02 | 34% |
| Returns for 1 year | 2.41 | 13.53 | 18% |
| Returns for 3 years | 11.85 | 29.87 | 40% |
| Returns for 5 years | 5.10 | 50.36 | 10% |
| Returns for 10 years | 12.49 | 46.75 | 27% |
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