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MFWJX vs RIRBX
MFWJX vs RIRBX Comparison
Open Charts MFWJX vs RIRBX
MFS Global Total Return R4
Price$17.95
Change-$0.04 (-0.22%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R2
Price$71.86
Change-$0.33 (-0.46%)
VolumeN/A
CapitalizationN/A
MFWJX vs RIRBX Comparison Chart
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MFWJX vs. RIRBX commentary
Nov 18, 2024
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 Sell and RIRBX is a Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 107B vs. MFWJX (1.3B). RIRBX pays higher dividends than MFWJX: RIRBX (2.55) vs MFWJX (2.14). MFWJX was incepted earlier than RIRBX: MFWJX (20 years) vs RIRBX (22 years). RIRBX is a more actively managed with annual turnover of: 106.00 vs. MFWJX (69.00). 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 : 16.99 vs. MFWJX (12.14). RIRBX return over 5 years is better than : 24.12 vs. MFWJX (3.90).
| MFWJX | RIRBX | MFWJX / RIRBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 22 years | - |
| Gain YTD | 6.514 | 9.901 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 107B | 1% |
| Annual Yield % from dividends | 2.14 | 2.55 | 84% |
| Returns for 1 year | 12.14 | 16.99 | 71% |
| Returns for 3 years | -7.19 | 9.89 | -73% |
| Returns for 5 years | 3.90 | 24.12 | 16% |
| Returns for 10 years | 23.80 | 31.25 | 76% |