Ad is loading...
MFWJX vs RIRBX
MFWJX vs RIRBX Comparison
Open Charts MFWJX vs RIRBX
MFS Global Total Return R4
Price$16.84
Change+$0.11 (+0.66%)
VolumeN/A
Net Assets1.2B
American Funds Capital Income Bldr R2
Price$71.50
Change+$0.73 (+1.03%)
VolumeN/A
Net Assets107.13B
MFWJX vs RIRBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MFWJX vs. RIRBX commentary
Apr 25, 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: 107B vs. MFWJX (1.2B). 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 : 9.88 vs. MFWJX (-0.09). RIRBX return over 5 years is better than : 42.76 vs. MFWJX (9.88).
| 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 | 2.790 | 4.028 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.2B | 107B | 1% |
| Annual Yield % from dividends | 2.20 | 2.41 | 91% |
| Returns for 1 year | -0.09 | 9.88 | -1% |
| Returns for 3 years | 2.73 | 13.39 | 20% |
| Returns for 5 years | 9.88 | 42.76 | 23% |
| Returns for 10 years | 14.75 | 29.95 | 49% |
View a ticker or compare two or three
VS
VS
Ad is loading...