Interact to see
Advertisement
Advertisement
MFWBX vs RIREX
MFWBX vs RIREX Comparison
Open Charts MFWBX vs RIREX
MFS Global Total Return B
Price$18.64
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.26B
American Funds Capital Income Bldr R4
Price$79.02
Change-$0.07 (-0.09%)
VolumeN/A
Net Assets119.04B
MFWBX vs RIREX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MFWBX vs. RIREX commentary
Sep 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 119B vs. MFWBX (1.26B). RIREX pays higher dividends than MFWBX: RIREX (2.90) vs MFWBX (1.37). 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: 63.00 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 : 11.78 vs. MFWBX (0.78). RIREX return over 5 years is better than : 52.75 vs. MFWBX (2.94).
| 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 | 12.327 | 16.724 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 119B | 1% |
| Annual Yield % from dividends | 1.37 | 2.90 | 47% |
| Returns for 1 year | 0.78 | 11.78 | 7% |
| Returns for 3 years | 19.21 | 40.68 | 47% |
| Returns for 5 years | 2.94 | 52.75 | 6% |
| Returns for 10 years | 22.52 | 65.69 | 34% |