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MFWBX vs RIRFX
MFWBX vs RIRFX Comparison
Open Charts MFWBX vs RIRFX
MFS Global Total Return B
Price$18.28
Change-$0.05 (-0.27%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R5
Price$71.89
Change-$0.32 (-0.44%)
VolumeN/A
CapitalizationN/A
MFWBX vs RIRFX Comparison Chart
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MFWBX vs. RIRFX commentary
Nov 18, 2024
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 Sell and RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 107B vs. MFWBX (1.3B). 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 : 18.23 vs. MFWBX (11.01). RIRFX return over 5 years is better than : 36.97 vs. MFWBX (-0.79).
| 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 | 5.486 | 10.902 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 107B | 1% |
| Annual Yield % from dividends | 1.07 | 3.55 | 30% |
| Returns for 1 year | 11.01 | 18.23 | 60% |
| Returns for 3 years | -9.72 | 15.62 | -62% |
| Returns for 5 years | -0.79 | 36.97 | -2% |
| Returns for 10 years | 12.64 | 49.29 | 26% |
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