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MFWHX vs RIRBX
MFWHX vs RIRBX Comparison
Open Charts MFWHX vs RIRBX
MFS Global Total Return R3
Price$17.92
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets1.26B
American Funds Capital Income Bldr R2
Price$78.03
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets117.69B
MFWHX vs RIRBX Comparison Chart in %
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MFWHX vs. RIRBX commentary
Aug 16, 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: 118B vs. MFWHX (1.26B). MFWHX (2.29) and RIRBX (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 : 11.70 vs. MFWHX (2.83). RIRBX return over 5 years is better than : 43.98 vs. MFWHX (5.04).
| 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 | 11.533 | 14.023 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 118B | 1% |
| Annual Yield % from dividends | 2.29 | 2.28 | 101% |
| Returns for 1 year | 2.83 | 11.70 | 24% |
| Returns for 3 years | 12.54 | 27.16 | 46% |
| Returns for 5 years | 5.04 | 43.98 | 11% |
| Returns for 10 years | 24.52 | 48.45 | 51% |
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