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MFWBX vs RIRFX
MFWBX vs RIRFX Comparison
Open Charts MFWBX vs RIRFX
MFS Global Total Return B
Price$17.96
Change-$0.04 (-0.22%)
VolumeN/A
Net Assets1.24B
American Funds Capital Income Bldr R5
Price$75.30
Change-$0.30 (-0.40%)
VolumeN/A
Net Assets114.36B
MFWBX vs RIRFX Comparison Chart in %
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MFWBX vs. RIRFX commentary
Jun 26, 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 Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 114B vs. MFWBX (1.24B). RIRFX pays higher dividends than MFWBX: RIRFX (3.30) vs MFWBX (1.03). 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: 69.00 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 : 13.88 vs. MFWBX (2.41). RIRFX return over 5 years is better than : 58.72 vs. MFWBX (5.10).
| 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 | 7.876 | 10.706 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 114B | 1% |
| Annual Yield % from dividends | 1.03 | 3.30 | 31% |
| Returns for 1 year | 2.41 | 13.88 | 17% |
| Returns for 3 years | 11.85 | 33.16 | 36% |
| Returns for 5 years | 5.10 | 58.72 | 9% |
| Returns for 10 years | 12.49 | 62.22 | 20% |
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