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MFWHX vs RIRBX
MFWHX vs RIRBX Comparison
Open Charts MFWHX vs RIRBX
MFS Global Total Return R3
Price$16.63
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets1.2B
American Funds Capital Income Bldr R2
Price$70.77
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets106.48B
MFWHX vs RIRBX Comparison Chart
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MFWHX vs. RIRBX commentary
Apr 25, 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 StrongBuy and RIRBX is a Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 106B vs. MFWHX (1.2B). RIRBX pays higher dividends than MFWHX: RIRBX (2.41) vs MFWHX (1.96). MFWHX was incepted earlier than RIRBX: MFWHX (20 years) vs RIRBX (23 years). RIRBX (1.36) is less costly to investors than MFWHX (1.21). 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 : 8.08 vs. MFWHX (-0.70). RIRBX return over 5 years is better than : 40.40 vs. MFWHX (8.19).
| MFWHX | RIRBX | MFWHX / RIRBX | |
| Total Expense Ratio | 1.11 | 1.36 | 82% |
| Annual Report Gross Expense Ratio | 1.21 | 1.36 | 89% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 2.506 | 2.311 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.2B | 106B | 1% |
| Annual Yield % from dividends | 1.96 | 2.41 | 82% |
| Returns for 1 year | -0.70 | 8.08 | -9% |
| Returns for 3 years | 1.73 | 11.24 | 15% |
| Returns for 5 years | 8.19 | 40.40 | 20% |
| Returns for 10 years | 11.68 | 27.64 | 42% |