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MFWIX vs RIRBX
MFWIX vs RIRBX Comparison
Open Charts MFWIX vs RIRBX
MFS Global Total Return I
Price$17.58
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets1.25B
American Funds Capital Income Bldr R2
Price$77.74
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets117.32B
MFWIX vs RIRBX Comparison Chart in %
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MFWIX vs. RIRBX commentary
Jul 27, 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: 117B vs. MFWIX (1.25B). MFWIX pays higher dividends than RIRBX: MFWIX (2.54) vs RIRBX (2.28). MFWIX was incepted earlier than RIRBX: MFWIX (29 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: 63.00 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 : 14.10 vs. MFWIX (3.96). RIRBX return over 5 years is better than : 45.76 vs. MFWIX (7.35).
| MFWIX | RIRBX | MFWIX / RIRBX | |
| Total Expense Ratio | 0.84 | 1.36 | 62% |
| Annual Report Gross Expense Ratio | 0.94 | 1.36 | 69% |
| Fund Existence | 29 years | 23 years | - |
| Gain YTD | 10.847 | 13.599 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 117B | 1% |
| Annual Yield % from dividends | 2.54 | 2.28 | 112% |
| Returns for 1 year | 3.96 | 14.10 | 28% |
| Returns for 3 years | 16.97 | 31.55 | 54% |
| Returns for 5 years | 7.35 | 45.76 | 16% |
| Returns for 10 years | 26.05 | 48.02 | 54% |