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MFWGX vs RIRBX
MFWGX vs RIRBX Comparison
Open Charts MFWGX vs RIRBX
MFS Global Total Return R1
Price$17.40
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets1.23B
American Funds Capital Income Bldr R2
Price$75.92
Change+$0.53 (+0.70%)
VolumeN/A
Net Assets113.9B
MFWGX vs RIRBX Comparison Chart in %
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MFWGX vs. RIRBX commentary
Jun 27, 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 Hold and RIRBX is a Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 114B vs. MFWGX (1.23B). RIRBX pays higher dividends than MFWGX: RIRBX (2.33) vs MFWGX (1.19). MFWGX was incepted earlier than RIRBX: MFWGX (20 years) vs RIRBX (23 years). MFWGX (1.94) is less costly to investors than RIRBX (1.36). MFWGX is a more actively managed with annual turnover of: 69.00 vs. RIRBX (56.00). 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 : 13.94 vs. MFWGX (2.59). RIRBX return over 5 years is better than : 47.17 vs. MFWGX (4.25).
| MFWGX | RIRBX | MFWGX / RIRBX | |
| Total Expense Ratio | 1.84 | 1.36 | 135% |
| Annual Report Gross Expense Ratio | 1.94 | 1.36 | 143% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 7.614 | 10.939 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 114B | 1% |
| Annual Yield % from dividends | 1.19 | 2.33 | 51% |
| Returns for 1 year | 2.59 | 13.94 | 19% |
| Returns for 3 years | 11.34 | 28.12 | 40% |
| Returns for 5 years | 4.25 | 47.17 | 9% |
| Returns for 10 years | 12.47 | 45.19 | 28% |