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MFWHX vs RIRBX
MFWHX vs RIRBX Comparison
Open Charts MFWHX vs RIRBX
MFS Global Total Return R3
Price$17.52
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets1.24B
American Funds Capital Income Bldr R2
Price$76.85
Change+$0.14 (+0.18%)
VolumeN/A
Net Assets115.86B
MFWHX vs RIRBX Comparison Chart in %
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MFWHX vs. RIRBX commentary
Jul 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 Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 116B vs. MFWHX (1.24B). RIRBX (2.28) and MFWHX (2.28) have matching dividends . MFWHX was incepted earlier than RIRBX: MFWHX (20 years) vs RIRBX (23 years). RIRBX (1.36) is less costly to investors than MFWHX (1.19). MFWHX is a more actively managed with annual turnover of: 63.00 vs. RIRBX (56.00). 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 : 11.60 vs. MFWHX (0.65). RIRBX return over 5 years is better than : 43.63 vs. MFWHX (4.97).
| MFWHX | RIRBX | MFWHX / RIRBX | |
| Total Expense Ratio | 1.09 | 1.36 | 80% |
| Annual Report Gross Expense Ratio | 1.19 | 1.36 | 87% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 8.855 | 12.298 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 116B | 1% |
| Annual Yield % from dividends | 2.28 | 2.28 | 100% |
| Returns for 1 year | 0.65 | 11.60 | 6% |
| Returns for 3 years | 16.98 | 32.48 | 52% |
| Returns for 5 years | 4.97 | 43.63 | 11% |
| Returns for 10 years | 20.44 | 44.39 | 46% |
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