Interact to see
Advertisement
Advertisement
MFWHX vs RIRBX
MFWHX vs RIRBX Comparison
Open Charts MFWHX vs RIRBX
MFS Global Total Return R3
Price$17.83
Change-$0.07 (-0.39%)
VolumeN/A
Net Assets1.23B
American Funds Capital Income Bldr R2
Price$79.00
Change-$0.19 (-0.24%)
VolumeN/A
Net Assets119.1B
MFWHX vs RIRBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MFWHX vs. RIRBX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 119B vs. MFWHX (1.24B). MFWHX pays higher dividends than RIRBX: MFWHX (2.40) vs RIRBX (2.20). MFWHX was incepted earlier than RIRBX: MFWHX (21 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 : 12.19 vs. MFWHX (2.79). RIRBX return over 5 years is better than : 41.99 vs. MFWHX (0.39).
| MFWHX | RIRBX | MFWHX / RIRBX | |
| Total Expense Ratio | 1.09 | 1.36 | 80% |
| Annual Report Gross Expense Ratio | 1.19 | 1.36 | 87% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 12.054 | 15.893 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 119B | 1% |
| Annual Yield % from dividends | 2.40 | 2.20 | 109% |
| Returns for 1 year | 2.79 | 12.19 | 23% |
| Returns for 3 years | 16.11 | 33.92 | 48% |
| Returns for 5 years | 0.39 | 41.99 | 1% |
| Returns for 10 years | 26.40 | 55.39 | 48% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers