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MFWCX vs RIRBX
MFWCX vs RIRBX Comparison
Open Charts MFWCX vs RIRBX
MFS Global Total Return C
Price$17.92
Change-$0.05 (-0.28%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R2
Price$71.86
Change-$0.33 (-0.46%)
VolumeN/A
CapitalizationN/A
MFWCX vs RIRBX Comparison Chart
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MFWCX vs. RIRBX 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 MFWCX is a Sell and RIRBX is a Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 107B vs. MFWCX (1.3B). RIRBX pays higher dividends than MFWCX: RIRBX (2.55) vs MFWCX (1.15). MFWCX was incepted earlier than RIRBX: MFWCX (31 years) vs RIRBX (22 years). RIRBX is a more actively managed with annual turnover of: 106.00 vs. MFWCX (69.00). 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 : 16.99 vs. MFWCX (11.03). RIRBX return over 5 years is better than : 24.12 vs. MFWCX (-1.13).
| MFWCX | RIRBX | MFWCX / RIRBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 22 years | - |
| Gain YTD | 5.516 | 9.901 | 56% |
| 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 | 1.15 | 2.55 | 45% |
| Returns for 1 year | 11.03 | 16.99 | 65% |
| Returns for 3 years | -9.91 | 9.89 | -100% |
| Returns for 5 years | -1.13 | 24.12 | -5% |
| Returns for 10 years | 12.12 | 31.25 | 39% |