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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+$0.05 (+0.29%)
VolumeN/A
Net Assets1.23B
American Funds Capital Income Bldr R2
Price$76.15
Change+$0.23 (+0.30%)
VolumeN/A
Net Assets114.7B
MFWHX vs RIRBX Comparison Chart in %
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MFWHX vs. RIRBX commentary
Jun 28, 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: 115B vs. MFWHX (1.23B). RIRBX pays higher dividends than MFWHX: RIRBX (2.33) vs MFWHX (1.91). 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: 69.00 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 : 14.32 vs. MFWHX (4.04). RIRBX return over 5 years is better than : 47.61 vs. MFWHX (8.91).
| 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 | 8.793 | 11.275 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 115B | 1% |
| Annual Yield % from dividends | 1.91 | 2.33 | 82% |
| Returns for 1 year | 4.04 | 14.32 | 28% |
| Returns for 3 years | 15.37 | 29.04 | 53% |
| Returns for 5 years | 8.91 | 47.61 | 19% |
| Returns for 10 years | 22.20 | 45.93 | 48% |