Ad is loading...
MFWHX vs RIRBX
MFWHX vs RIRBX Comparison
Open Charts MFWHX vs RIRBX
MFS Global Total Return R3
Price$16.35
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets1.23B
American Funds Capital Income Bldr R2
Price$70.01
Change+$0.35 (+0.50%)
VolumeN/A
Net Assets106.93B
MFWHX vs RIRBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MFWHX vs. RIRBX commentary
Jan 19, 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 MFWHX is a Hold and RIRBX is a Hold.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 107B vs. MFWHX (1.23B). RIRBX pays higher dividends than MFWHX: RIRBX (2.55) vs MFWHX (1.91). MFWHX was incepted earlier than RIRBX: MFWHX (20 years) vs RIRBX (23 years). RIRBX is a more actively managed with annual turnover of: 106.00 vs. MFWHX (69.00). MFWHX has a lower initial minimum investment than RIRBX: MFWHX (0) vs RIRBX (250). RIRBX annual gain was more profitable for investors over the last year : 9.89 vs. MFWHX (0.72). RIRBX return over 5 years is better than : 19.51 vs. MFWHX (-5.80).
| MFWHX | RIRBX | MFWHX / RIRBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 0.801 | 1.405 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 107B | 1% |
| Annual Yield % from dividends | 1.91 | 2.55 | 75% |
| Returns for 1 year | 0.72 | 9.89 | 7% |
| Returns for 3 years | -7.27 | 5.65 | -129% |
| Returns for 5 years | -5.80 | 19.51 | -30% |
| Returns for 10 years | 13.33 | 30.09 | 44% |