Ad is loading...
MFWBX vs RIRFX
MFWBX vs RIRFX Comparison
Open Charts MFWBX vs RIRFX
MFS Global Total Return B
Price$17.11
Change-$0.21 (-1.21%)
VolumeN/A
Net Assets1.23B
American Funds Capital Income Bldr R5
Price$71.09
Change-$1.20 (-1.66%)
VolumeN/A
Net Assets109.78B
MFWBX vs RIRFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MFWBX vs. RIRFX commentary
Apr 04, 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: 110B vs. MFWBX (1.23B). 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 : 8.67 vs. MFWBX (-1.66). RIRFX return over 5 years is better than : 63.74 vs. MFWBX (13.61).
| 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 | 3.800 | 3.804 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 110B | 1% |
| Annual Yield % from dividends | 1.05 | 3.42 | 31% |
| Returns for 1 year | -1.66 | 8.67 | -19% |
| Returns for 3 years | -2.41 | 15.04 | -16% |
| Returns for 5 years | 13.61 | 63.74 | 21% |
| Returns for 10 years | 7.30 | 50.53 | 14% |
View a ticker or compare two or three
VS
VS
Ad is loading...