Ad is loading...
MFWHX vs RIRBX
MFWHX vs RIRBX Comparison
Open Charts MFWHX vs RIRBX
MFS Global Total Return R3
Price$16.83
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
MFWHX vs RIRBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MFWHX 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 MFWHX is a StrongBuy and RIRBX is a Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 109B vs. MFWHX (1.22B). 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 : 9.31 vs. MFWHX (-1.24). RIRBX return over 5 years is better than : 52.52 vs. MFWHX (16.74).
| 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 | 3.680 | 5.279 | 70% |
| 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 | 1.96 | 2.41 | 82% |
| Returns for 1 year | -1.24 | 9.31 | -13% |
| Returns for 3 years | -0.78 | 11.67 | -7% |
| Returns for 5 years | 16.74 | 52.52 | 32% |
| Returns for 10 years | 14.99 | 35.16 | 43% |
View a ticker or compare two or three
VS
VS
Ad is loading...