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MFWBX vs RIRFX
MFWBX vs RIRFX Comparison
Open Charts MFWBX vs RIRFX
MFS Global Total Return B
Price$18.43
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets1.26B
American Funds Capital Income Bldr R5
Price$78.05
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets117.69B
MFWBX vs RIRFX Comparison Chart in %
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MFWBX vs. RIRFX commentary
Aug 17, 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: 118B vs. MFWBX (1.26B). RIRFX pays higher dividends than MFWBX: RIRFX (3.25) vs MFWBX (1.41). 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 : 12.86 vs. MFWBX (2.26). RIRFX return over 5 years is better than : 56.38 vs. MFWBX (1.89).
| 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 | 11.001 | 14.749 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 118B | 1% |
| Annual Yield % from dividends | 1.41 | 3.25 | 43% |
| Returns for 1 year | 2.26 | 12.86 | 18% |
| Returns for 3 years | 10.32 | 32.90 | 31% |
| Returns for 5 years | 1.89 | 56.38 | 3% |
| Returns for 10 years | 16.50 | 69.70 | 24% |
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