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MFWTX vs RIRBX
MFWTX vs RIRBX Comparison
Open Charts MFWTX vs RIRBX
MFS Global Total Return A
Price$18.35
Change-$0.02 (-0.11%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R2
Price$73.94
Change+$0.02 (+0.03%)
VolumeN/A
CapitalizationN/A
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MFWTX vs RIRBX Comparison Chart
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MFWTX vs. RIRBX commentary
Oct 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 MFWTX is a Buy and RIRBX is a Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 111B vs. MFWTX (1.34B). RIRBX pays higher dividends than MFWTX: RIRBX (2.55) vs MFWTX (1.91). MFWTX was incepted earlier than RIRBX: MFWTX (34 years) vs RIRBX (22 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 : 22.60 vs. MFWTX (17.13). RIRBX return over 5 years is better than : 30.14 vs. MFWTX (7.20).
| MFWTX | RIRBX | MFWTX / RIRBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 34 years | 22 years | - |
| Gain YTD | 8.942 | 13.052 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 111B | 1% |
| Annual Yield % from dividends | 1.91 | 2.55 | 75% |
| Returns for 1 year | 17.13 | 22.60 | 76% |
| Returns for 3 years | -4.92 | 14.08 | -35% |
| Returns for 5 years | 7.20 | 30.14 | 24% |
| Returns for 10 years | 28.16 | 41.83 | 67% |
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