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MFWJX vs RIRBX
MFWJX vs RIRBX Comparison
Open Charts MFWJX vs RIRBX
MFS Global Total Return R4
Price$17.42
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets1.23B
American Funds Capital Income Bldr R2
Price$74.94
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets113.04B
MFWJX vs RIRBX Comparison Chart
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MFWJX vs. RIRBX commentary
Jun 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 Hold and RIRBX is a Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 113B vs. MFWJX (1.24B). RIRBX pays higher dividends than MFWJX: RIRBX (2.33) vs MFWJX (2.14). 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: 69.00 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 : 12.56 vs. MFWJX (1.54). RIRBX return over 5 years is better than : 40.24 vs. MFWJX (6.55).
| 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 | 7.153 | 9.033 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 113B | 1% |
| Annual Yield % from dividends | 2.14 | 2.33 | 92% |
| Returns for 1 year | 1.54 | 12.56 | 12% |
| Returns for 3 years | 8.55 | 19.45 | 44% |
| Returns for 5 years | 6.55 | 40.24 | 16% |
| Returns for 10 years | 23.02 | 40.49 | 57% |
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