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MFWBX vs RIRFX
MFWBX vs RIRFX Comparison
Open Charts MFWBX vs RIRFX
MFS Global Total Return B
Price$17.29
Change-$0.05 (-0.29%)
VolumeN/A
Net Assets1.24B
American Funds Capital Income Bldr R5
Price$72.51
Change-$0.25 (-0.34%)
VolumeN/A
Net Assets110.16B
MFWBX vs RIRFX Comparison Chart
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MFWBX vs. RIRFX commentary
Feb 23, 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 Buy and RIRFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 110B vs. MFWBX (1.24B). 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 : 12.45 vs. MFWBX (0.96). RIRFX return over 5 years is better than : 36.57 vs. MFWBX (-5.26).
| 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 | 3.595 | 5.133 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 110B | 1% |
| Annual Yield % from dividends | 1.07 | 3.55 | 30% |
| Returns for 1 year | 0.96 | 12.45 | 8% |
| Returns for 3 years | -3.19 | 17.77 | -18% |
| Returns for 5 years | -5.26 | 36.57 | -14% |
| Returns for 10 years | 6.71 | 49.63 | 14% |