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MFWHX vs RIRBX
MFWHX vs RIRBX Comparison
Open Charts MFWHX vs RIRBX
MFS Global Total Return R3
Price$17.98
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets1.25B
American Funds Capital Income Bldr R2
Price$78.54
Change+$0.41 (+0.52%)
VolumeN/A
Net Assets117.62B
MFWHX vs RIRBX Comparison Chart in %
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MFWHX vs. RIRBX commentary
Sep 06, 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 Buy and RIRBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 118B vs. MFWHX (1.25B). MFWHX (2.23) and RIRBX (2.23) 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 : 10.48 vs. MFWHX (1.13). RIRBX return over 5 years is better than : 44.50 vs. MFWHX (5.44).
| 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 | 11.782 | 14.169 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 118B | 1% |
| Annual Yield % from dividends | 2.23 | 2.23 | 100% |
| Returns for 1 year | 1.13 | 10.48 | 11% |
| Returns for 3 years | 20.28 | 34.90 | 58% |
| Returns for 5 years | 5.44 | 44.50 | 12% |
| Returns for 10 years | 29.34 | 55.78 | 53% |
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