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MFWIX vs RIRBX
MFWIX vs RIRBX Comparison
Open Charts MFWIX vs RIRBX
MFS Global Total Return I
Price$16.73
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets1.21B
American Funds Capital Income Bldr R2
Price$72.53
Change-$0.22 (-0.30%)
VolumeN/A
Net Assets109.94B
MFWIX vs RIRBX Comparison Chart
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MFWIX vs. RIRBX commentary
May 10, 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 MFWIX is a Buy and RIRBX is a Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 110B vs. MFWIX (1.21B). RIRBX pays higher dividends than MFWIX: RIRBX (2.40) vs MFWIX (2.22). MFWIX was incepted earlier than RIRBX: MFWIX (28 years) vs RIRBX (23 years). RIRBX (1.36) is less costly to investors than MFWIX (0.94). MFWIX is a more actively managed with annual turnover of: 69.00 vs. RIRBX (56.00). 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 : 9.78 vs. MFWIX (0.06). RIRBX return over 5 years is better than : 43.27 vs. MFWIX (9.96).
| MFWIX | RIRBX | MFWIX / RIRBX | |
| Total Expense Ratio | 0.84 | 1.36 | 62% |
| Annual Report Gross Expense Ratio | 0.94 | 1.36 | 69% |
| Fund Existence | 28 years | 23 years | - |
| Gain YTD | 4.714 | 5.527 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 110B | 1% |
| Annual Yield % from dividends | 2.22 | 2.40 | 92% |
| Returns for 1 year | 0.06 | 9.78 | 1% |
| Returns for 3 years | 8.79 | 19.92 | 44% |
| Returns for 5 years | 9.96 | 43.27 | 23% |
| Returns for 10 years | 17.37 | 32.66 | 53% |
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