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MFWBX vs RIRFX
MFWBX vs RIRFX Comparison
Open Charts MFWBX vs RIRFX
MFS Global Total Return B
Price$17.10
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets1.2B
American Funds Capital Income Bldr R5
Price$70.74
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets106.48B
MFWBX vs RIRFX Comparison Chart
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MFWBX vs. RIRFX 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 RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 106B vs. MFWBX (1.2B). RIRFX pays higher dividends than MFWBX: RIRFX (3.42) vs MFWBX (1.05). MFWBX was incepted earlier than RIRFX: MFWBX (32 years) vs RIRFX (23 years). MFWBX (1.96) is less costly to investors than RIRFX (0.31). 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 : 9.21 vs. MFWBX (-1.25). RIRFX return over 5 years is better than : 53.27 vs. MFWBX (4.87).
| MFWBX | RIRFX | MFWBX / RIRFX | |
| Total Expense Ratio | 1.86 | 0.31 | 600% |
| Annual Report Gross Expense Ratio | 1.96 | 0.31 | 632% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 2.242 | 2.636 | 85% |
| 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 | 3.42 | 31% |
| Returns for 1 year | -1.25 | 9.21 | -14% |
| Returns for 3 years | -0.24 | 16.67 | -1% |
| Returns for 5 years | 4.87 | 53.27 | 9% |
| Returns for 10 years | 4.47 | 45.56 | 10% |
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