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MFWCX vs RIRBX
MFWCX vs RIRBX Comparison
Open Charts MFWCX vs RIRBX
MFS Global Total Return C
Price$16.92
Change-$0.05 (-0.29%)
VolumeN/A
Net Assets1.24B
American Funds Capital Income Bldr R2
Price$72.48
Change-$0.25 (-0.34%)
VolumeN/A
Net Assets110.16B
MFWCX vs RIRBX Comparison Chart
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MFWCX vs. RIRBX 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 MFWCX is a Buy and RIRBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 110B vs. MFWCX (1.24B). RIRBX pays higher dividends than MFWCX: RIRBX (2.55) vs MFWCX (1.15). MFWCX was incepted earlier than RIRBX: MFWCX (31 years) vs RIRBX (23 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 : 11.30 vs. MFWCX (0.80). RIRBX return over 5 years is better than : 24.48 vs. MFWCX (-5.66).
| MFWCX | RIRBX | MFWCX / RIRBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | 3.613 | 4.983 | 73% |
| 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 | 1.15 | 2.55 | 45% |
| Returns for 1 year | 0.80 | 11.30 | 7% |
| Returns for 3 years | -3.38 | 11.93 | -28% |
| Returns for 5 years | -5.66 | 24.48 | -23% |
| Returns for 10 years | 6.12 | 31.54 | 19% |
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