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MFWTX vs RIRBX
MFWTX vs RIRBX Comparison
Open Charts MFWTX vs RIRBX
MFS Global Total Return A
Price$16.25
Change-$0.27 (-1.63%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R2
Price$71.10
Change-$1.59 (-2.19%)
VolumeN/A
CapitalizationN/A
MFWTX vs RIRBX Comparison Chart
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MFWTX vs. RIRBX commentary
Dec 19, 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 MFWTX is a Sell and RIRBX is a Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 108B vs. MFWTX (1.26B). RIRBX pays higher dividends than MFWTX: RIRBX (2.55) vs MFWTX (1.91). MFWTX was incepted earlier than RIRBX: MFWTX (34 years) vs RIRBX (23 years). RIRBX is a more actively managed with annual turnover of: 106.00 vs. MFWTX (69.00). RIRBX has a lower initial minimum investment than MFWTX: RIRBX (250) vs MFWTX (1000). RIRBX annual gain was more profitable for investors over the last year : 9.57 vs. MFWTX (0.66). RIRBX return over 5 years is better than : 21.84 vs. MFWTX (-3.50).
| MFWTX | RIRBX | MFWTX / RIRBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 34 years | 23 years | - |
| Gain YTD | -0.996 | 8.739 | -11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 108B | 1% |
| Annual Yield % from dividends | 1.91 | 2.55 | 75% |
| Returns for 1 year | 0.66 | 9.57 | 7% |
| Returns for 3 years | -5.60 | 8.93 | -63% |
| Returns for 5 years | -3.50 | 21.84 | -16% |
| Returns for 10 years | 13.67 | 30.84 | 44% |