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MFWJX vs RIRBX
MFWJX vs RIRBX Comparison
Open Charts MFWJX vs RIRBX
MFS Global Total Return R4
Price$16.73
Change-$0.21 (-1.24%)
VolumeN/A
Net Assets1.23B
American Funds Capital Income Bldr R2
Price$71.16
Change-$1.20 (-1.66%)
VolumeN/A
Net Assets109.78B
MFWJX vs RIRBX Comparison Chart
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MFWJX vs. RIRBX commentary
Apr 04, 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 MFWJX is a StrongBuy and RIRBX is a Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 110B vs. MFWJX (1.23B). RIRBX pays higher dividends than MFWJX: RIRBX (2.41) vs MFWJX (2.20). MFWJX was incepted earlier than RIRBX: MFWJX (20 years) vs RIRBX (23 years). RIRBX (1.36) is less costly to investors than MFWJX (0.96). MFWJX has a lower initial minimum investment than RIRBX: MFWJX (0) vs RIRBX (250). RIRBX annual gain was more profitable for investors over the last year : 7.55 vs. MFWJX (-0.81). RIRBX return over 5 years is better than : 49.99 vs. MFWJX (18.80).
| MFWJX | RIRBX | MFWJX / RIRBX | |
| Total Expense Ratio | 0.86 | 1.36 | 63% |
| Annual Report Gross Expense Ratio | 0.96 | 1.36 | 71% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 4.081 | 3.533 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 110B | 1% |
| Annual Yield % from dividends | 2.20 | 2.41 | 91% |
| Returns for 1 year | -0.81 | 7.55 | -11% |
| Returns for 3 years | 0.32 | 9.69 | 3% |
| Returns for 5 years | 18.80 | 49.99 | 38% |
| Returns for 10 years | 17.71 | 32.01 | 55% |
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