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MFWIX vs RIRBX
MFWIX vs RIRBX Comparison
Open Charts MFWIX vs RIRBX
MFS Global Total Return I
Price$16.31
Change+$0.10 (+0.62%)
VolumeN/A
Net Assets1.19B
American Funds Capital Income Bldr R2
Price$70.11
Change+$0.30 (+0.43%)
VolumeN/A
Net Assets106.18B
MFWIX vs RIRBX Comparison Chart
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MFWIX vs. RIRBX commentary
Apr 19, 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 Hold and RIRBX is a Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 106B vs. MFWIX (1.19B). RIRBX pays higher dividends than MFWIX: RIRBX (2.41) vs MFWIX (2.23). 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 : 9.66 vs. MFWIX (0.31). RIRBX return over 5 years is better than : 37.73 vs. MFWIX (7.59).
| 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 | 1.963 | 2.006 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 106B | 1% |
| Annual Yield % from dividends | 2.23 | 2.41 | 93% |
| Returns for 1 year | 0.31 | 9.66 | 3% |
| Returns for 3 years | 0.53 | 9.50 | 6% |
| Returns for 5 years | 7.59 | 37.73 | 20% |
| Returns for 10 years | 14.22 | 28.34 | 50% |