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MFWIX vs RIRBX
MFWIX vs RIRBX Comparison
Open Charts MFWIX vs RIRBX
MFS Global Total Return I
Price$17.25
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets1.24B
American Funds Capital Income Bldr R2
Price$75.43
Change+$0.28 (+0.37%)
VolumeN/A
Net Assets113.67B
MFWIX vs RIRBX Comparison Chart
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MFWIX vs. RIRBX commentary
Jun 12, 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 StrongBuy and RIRBX is a Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 114B vs. MFWIX (1.24B). RIRBX pays higher dividends than MFWIX: RIRBX (2.33) vs MFWIX (2.17). 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 : 13.91 vs. MFWIX (3.05). RIRBX return over 5 years is better than : 44.60 vs. MFWIX (8.52).
| 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 | 7.715 | 10.223 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 114B | 1% |
| Annual Yield % from dividends | 2.17 | 2.33 | 93% |
| Returns for 1 year | 3.05 | 13.91 | 22% |
| Returns for 3 years | 13.03 | 25.02 | 52% |
| Returns for 5 years | 8.52 | 44.60 | 19% |
| Returns for 10 years | 22.27 | 41.48 | 54% |
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