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MFWBX vs RIREX
MFWBX vs RIREX Comparison
Open Charts MFWBX vs RIREX
MFS Global Total Return B
Price$17.10
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets1.2B
American Funds Capital Income Bldr R4
Price$70.70
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets106.48B
MFWBX vs RIREX Comparison Chart
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MFWBX vs. RIREX commentary
Apr 25, 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 StrongBuy and RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 106B vs. MFWBX (1.2B). RIREX pays higher dividends than MFWBX: RIREX (3.13) vs MFWBX (1.05). MFWBX was incepted earlier than RIREX: MFWBX (32 years) vs RIREX (23 years). MFWBX (1.96) is less costly to investors than RIREX (0.62). 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 : 8.88 vs. MFWBX (-1.25). RIREX return over 5 years is better than : 44.31 vs. MFWBX (4.87).
| MFWBX | RIREX | MFWBX / RIREX | |
| Total Expense Ratio | 1.86 | 0.62 | 300% |
| Annual Report Gross Expense Ratio | 1.96 | 0.62 | 316% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 2.242 | 2.545 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.2B | 106B | 1% |
| Annual Yield % from dividends | 1.05 | 3.13 | 34% |
| Returns for 1 year | -1.25 | 8.88 | -14% |
| Returns for 3 years | -0.24 | 13.26 | -2% |
| Returns for 5 years | 4.87 | 44.31 | 11% |
| Returns for 10 years | 4.47 | 31.81 | 14% |
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