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MFWTX vs RIRBX
MFWTX vs RIRBX Comparison
Open Charts MFWTX vs RIRBX
MFS Global Total Return A
Price$17.75
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets1.25B
American Funds Capital Income Bldr R2
Price$77.25
Change+$0.28 (+0.36%)
VolumeN/A
Net Assets116.28B
MFWTX vs RIRBX Comparison Chart in %
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MFWTX vs. RIRBX commentary
Jul 11, 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 MFWTX is a Buy and RIRBX is a Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 116B vs. MFWTX (1.25B). RIRBX (2.28) and MFWTX (2.27) have matching dividends . MFWTX was incepted earlier than RIRBX: MFWTX (35 years) vs RIRBX (23 years). RIRBX (1.36) is less costly to investors than MFWTX (1.19). MFWTX is a more actively managed with annual turnover of: 69.00 vs. RIRBX (56.00). 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 : 14.00 vs. MFWTX (3.53). RIRBX return over 5 years is better than : 46.57 vs. MFWTX (7.81).
| MFWTX | RIRBX | MFWTX / RIRBX | |
| Total Expense Ratio | 1.09 | 1.36 | 80% |
| Annual Report Gross Expense Ratio | 1.19 | 1.36 | 87% |
| Fund Existence | 35 years | 23 years | - |
| Gain YTD | 9.745 | 12.883 | 76% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 116B | 1% |
| Annual Yield % from dividends | 2.27 | 2.28 | 99% |
| Returns for 1 year | 3.53 | 14.00 | 25% |
| Returns for 3 years | 17.74 | 32.53 | 55% |
| Returns for 5 years | 7.81 | 46.57 | 17% |
| Returns for 10 years | 22.24 | 46.05 | 48% |
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