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MFWGX vs RIRBX
MFWGX vs RIRBX Comparison
Open Charts MFWGX vs RIRBX
MFS Global Total Return R1
Price$16.77
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets1.22B
American Funds Capital Income Bldr R2
Price$72.36
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets109.37B
MFWGX vs RIRBX Comparison Chart
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MFWGX vs. RIRBX commentary
Apr 03, 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 MFWGX is a StrongBuy and RIRBX is a Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 109B vs. MFWGX (1.22B). RIRBX pays higher dividends than MFWGX: RIRBX (2.41) vs MFWGX (1.22). MFWGX was incepted earlier than RIRBX: MFWGX (20 years) vs RIRBX (23 years). MFWGX (1.96) is less costly to investors than RIRBX (1.36). MFWGX has a lower initial minimum investment than RIRBX: MFWGX (0) vs RIRBX (250). RIRBX annual gain was more profitable for investors over the last year : 9.31 vs. MFWGX (-1.93). RIRBX return over 5 years is better than : 52.52 vs. MFWGX (12.56).
| MFWGX | RIRBX | MFWGX / RIRBX | |
| Total Expense Ratio | 1.86 | 1.36 | 137% |
| Annual Report Gross Expense Ratio | 1.96 | 1.36 | 144% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 3.468 | 5.279 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 109B | 1% |
| Annual Yield % from dividends | 1.22 | 2.41 | 51% |
| Returns for 1 year | -1.93 | 9.31 | -21% |
| Returns for 3 years | -3.00 | 11.67 | -26% |
| Returns for 5 years | 12.56 | 52.52 | 24% |
| Returns for 10 years | 6.66 | 35.16 | 19% |
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