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MFWIX vs RIRBX
MFWIX vs RIRBX Comparison
Open Charts MFWIX vs RIRBX
MFS Global Total Return I
Price$16.55
Change-$0.12 (-0.72%)
VolumeN/A
Net Assets1.24B
American Funds Capital Income Bldr R2
Price$71.58
Change-$0.49 (-0.68%)
VolumeN/A
Net Assets109.05B
MFWIX vs RIRBX Comparison Chart
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MFWIX vs. RIRBX commentary
Mar 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 Buy and RIRBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 109B vs. MFWIX (1.24B). RIRBX (2.38) and MFWIX (2.36) have matching dividends . MFWIX was incepted earlier than RIRBX: MFWIX (28 years) vs RIRBX (23 years). RIRBX (1.36) is less costly to investors than MFWIX (0.96). 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 : 8.68 vs. MFWIX (-0.10). RIRBX return over 5 years is better than : 52.15 vs. MFWIX (16.99).
| MFWIX | RIRBX | MFWIX / RIRBX | |
| Total Expense Ratio | 0.86 | 1.36 | 63% |
| Annual Report Gross Expense Ratio | 0.96 | 1.36 | 71% |
| Fund Existence | 28 years | 23 years | - |
| Gain YTD | 3.928 | 4.144 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 109B | 1% |
| Annual Yield % from dividends | 2.36 | 2.38 | 99% |
| Returns for 1 year | -0.10 | 8.68 | -1% |
| Returns for 3 years | 3.74 | 15.09 | 25% |
| Returns for 5 years | 16.99 | 52.15 | 33% |
| Returns for 10 years | 20.03 | 36.66 | 55% |
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