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MFWBX vs RIRFX
MFWBX vs RIRFX Comparison
Open Charts MFWBX vs RIRFX
MFS Global Total Return B
Price$18.64
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.26B
American Funds Capital Income Bldr R5
Price$79.04
Change-$0.07 (-0.09%)
VolumeN/A
Net Assets119.04B
MFWBX vs RIRFX Comparison Chart in %
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MFWBX vs. RIRFX 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 RIRFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 119B vs. MFWBX (1.26B). RIRFX pays higher dividends than MFWBX: RIRFX (3.17) vs MFWBX (1.37). MFWBX was incepted earlier than RIRFX: MFWBX (32 years) vs RIRFX (23 years). MFWBX (1.94) is less costly to investors than RIRFX (0.31). MFWBX is a more actively managed with annual turnover of: 63.00 vs. RIRFX (56.00). RIRFX has a lower initial minimum investment than MFWBX: RIRFX (250) vs MFWBX (1000). RIRFX annual gain was more profitable for investors over the last year : 12.12 vs. MFWBX (0.78). RIRFX return over 5 years is better than : 60.22 vs. MFWBX (2.94).
| MFWBX | RIRFX | MFWBX / RIRFX | |
| Total Expense Ratio | 1.84 | 0.31 | 594% |
| Annual Report Gross Expense Ratio | 1.94 | 0.31 | 626% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 12.327 | 16.963 | 73% |
| 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 | 3.17 | 43% |
| Returns for 1 year | 0.78 | 12.12 | 6% |
| Returns for 3 years | 19.21 | 43.50 | 44% |
| Returns for 5 years | 2.94 | 60.22 | 5% |
| Returns for 10 years | 22.52 | 83.25 | 27% |
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