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MFWCX vs RIRBX
MFWCX vs RIRBX Comparison
Open Charts MFWCX vs RIRBX
MFS Global Total Return C
Price$17.64
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets1.23B
American Funds Capital Income Bldr R2
Price$76.15
Change+$0.23 (+0.30%)
VolumeN/A
Net Assets114.7B
MFWCX vs RIRBX Comparison Chart in %
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MFWCX vs. RIRBX commentary
Jun 28, 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 MFWCX is a Hold and RIRBX is a Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 115B vs. MFWCX (1.23B). RIRBX pays higher dividends than MFWCX: RIRBX (2.33) vs MFWCX (1.11). MFWCX was incepted earlier than RIRBX: MFWCX (32 years) vs RIRBX (23 years). MFWCX (1.94) is less costly to investors than RIRBX (1.36). MFWCX is a more actively managed with annual turnover of: 69.00 vs. RIRBX (56.00). RIRBX has a lower initial minimum investment than MFWCX: RIRBX (250) vs MFWCX (1000). RIRBX annual gain was more profitable for investors over the last year : 14.32 vs. MFWCX (3.30). RIRBX return over 5 years is better than : 47.61 vs. MFWCX (5.17).
| MFWCX | RIRBX | MFWCX / RIRBX | |
| Total Expense Ratio | 1.84 | 1.36 | 135% |
| Annual Report Gross Expense Ratio | 1.94 | 1.36 | 143% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 8.398 | 11.275 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 115B | 1% |
| Annual Yield % from dividends | 1.11 | 2.33 | 48% |
| Returns for 1 year | 3.30 | 14.32 | 23% |
| Returns for 3 years | 12.93 | 29.04 | 45% |
| Returns for 5 years | 5.17 | 47.61 | 11% |
| Returns for 10 years | 13.69 | 45.93 | 30% |
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