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MFWIX vs RIRBX
MFWIX vs RIRBX Comparison
Open Charts MFWIX vs RIRBX
MFS Global Total Return I
Price$17.75
Change+$0.05 (+0.28%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R2
Price$72.69
Change+$0.28 (+0.39%)
VolumeN/A
CapitalizationN/A
MFWIX vs RIRBX Comparison Chart
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MFWIX vs. RIRBX commentary
Nov 23, 2024
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 MFWIX is a Buy and RIRBX is a Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 108B vs. MFWIX (1.3B). RIRBX pays higher dividends than MFWIX: RIRBX (2.55) vs MFWIX (2.18). MFWIX was incepted earlier than RIRBX: MFWIX (28 years) vs RIRBX (22 years). RIRBX is a more actively managed with annual turnover of: 106.00 vs. MFWIX (69.00). MFWIX has a lower initial minimum investment than RIRBX: MFWIX (0) vs RIRBX (250). RIRBX annual gain was more profitable for investors over the last year : 17.31 vs. MFWIX (11.68). RIRBX return over 5 years is better than : 25.81 vs. MFWIX (4.21).
| MFWIX | RIRBX | MFWIX / RIRBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 22 years | - |
| Gain YTD | 7.042 | 11.171 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 108B | 1% |
| Annual Yield % from dividends | 2.18 | 2.55 | 86% |
| Returns for 1 year | 11.68 | 17.31 | 67% |
| Returns for 3 years | -6.20 | 11.59 | -53% |
| Returns for 5 years | 4.21 | 25.81 | 16% |
| Returns for 10 years | 23.28 | 32.24 | 72% |
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