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MFWBX vs RIRFX
MFWBX vs RIRFX Comparison
Open Charts MFWBX vs RIRFX
MFS Global Total Return B
Price$16.82
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets1.23B
American Funds Capital Income Bldr R5
Price$69.96
Change+$0.34 (+0.49%)
VolumeN/A
Net Assets106.93B
MFWBX vs RIRFX Comparison Chart
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MFWBX vs. RIRFX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 107B vs. MFWBX (1.23B). RIRFX pays higher dividends than MFWBX: RIRFX (3.55) vs MFWBX (1.07). MFWBX was incepted earlier than RIRFX: MFWBX (31 years) vs RIRFX (23 years). RIRFX is a more actively managed with annual turnover of: 106.00 vs. MFWBX (69.00). 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 : 11.02 vs. MFWBX (0.13). RIRFX return over 5 years is better than : 31.07 vs. MFWBX (-8.61).
| MFWBX | RIRFX | MFWBX / RIRFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | 0.779 | 1.435 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 107B | 1% |
| Annual Yield % from dividends | 1.07 | 3.55 | 30% |
| Returns for 1 year | 0.13 | 11.02 | 1% |
| Returns for 3 years | -9.06 | 11.17 | -81% |
| Returns for 5 years | -8.61 | 31.07 | -28% |
| Returns for 10 years | 6.09 | 47.95 | 13% |
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