Interact to see
Advertisement
Advertisement
MFWJX vs RIRBX
MFWJX vs RIRBX Comparison
Open Charts MFWJX vs RIRBX
MFS Global Total Return R4
Price$17.80
Change+$0.07 (+0.39%)
VolumeN/A
Net Assets1.24B
American Funds Capital Income Bldr R2
Price$77.35
Change+$0.32 (+0.42%)
VolumeN/A
Net Assets116.29B
MFWJX vs RIRBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MFWJX vs. RIRBX commentary
Aug 08, 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 Buy and RIRBX is a Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 116B vs. MFWJX (1.24B). MFWJX pays higher dividends than RIRBX: MFWJX (2.52) vs RIRBX (2.28). MFWJX was incepted earlier than RIRBX: MFWJX (20 years) vs RIRBX (23 years). RIRBX (1.36) is less costly to investors than MFWJX (0.94). MFWJX is a more actively managed with annual turnover of: 63.00 vs. RIRBX (56.00). 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 : 14.83 vs. MFWJX (4.08). RIRBX return over 5 years is better than : 43.54 vs. MFWJX (5.52).
| MFWJX | RIRBX | MFWJX / RIRBX | |
| Total Expense Ratio | 0.84 | 1.36 | 62% |
| Annual Report Gross Expense Ratio | 0.94 | 1.36 | 69% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 9.854 | 13.029 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 116B | 1% |
| Annual Yield % from dividends | 2.52 | 2.28 | 110% |
| Returns for 1 year | 4.08 | 14.83 | 28% |
| Returns for 3 years | 13.70 | 28.71 | 48% |
| Returns for 5 years | 5.52 | 43.54 | 13% |
| Returns for 10 years | 24.39 | 46.04 | 53% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement