Ad is loading...
MFWIX vs RIRBX
MFWIX vs RIRBX Comparison
Open Charts MFWIX vs RIRBX
MFS Global Total Return I
Price$16.05
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R2
Price$69.16
Change+$0.34 (+0.49%)
VolumeN/A
CapitalizationN/A
MFWIX vs RIRBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MFWIX vs. RIRBX commentary
Dec 24, 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 Sell and RIRBX is a Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 105B vs. MFWIX (1.24B). RIRBX pays higher dividends than MFWIX: RIRBX (2.55) vs MFWIX (2.18). MFWIX was incepted earlier than RIRBX: MFWIX (28 years) vs RIRBX (23 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 : 7.67 vs. MFWIX (-1.40). RIRBX return over 5 years is better than : 19.79 vs. MFWIX (-4.16).
| MFWIX | RIRBX | MFWIX / RIRBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 23 years | - |
| Gain YTD | -2.101 | 7.001 | -30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 105B | 1% |
| Annual Yield % from dividends | 2.18 | 2.55 | 86% |
| Returns for 1 year | -1.40 | 7.67 | -18% |
| Returns for 3 years | -11.12 | 5.69 | -195% |
| Returns for 5 years | -4.16 | 19.79 | -21% |
| Returns for 10 years | 14.23 | 27.85 | 51% |
View a ticker or compare two or three
VS
VS
Ad is loading...