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MFWTX vs RIRBX
MFWTX vs RIRBX Comparison
Open Charts MFWTX vs RIRBX
MFS Global Total Return A
Price$17.44
Change+$0.05 (+0.29%)
VolumeN/A
Net Assets1.23B
American Funds Capital Income Bldr R2
Price$75.26
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets113.5B
MFWTX vs RIRBX Comparison Chart
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MFWTX vs. RIRBX commentary
Jun 07, 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 Hold and RIRBX is a Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 113B vs. MFWTX (1.23B). RIRBX pays higher dividends than MFWTX: RIRBX (2.33) vs MFWTX (1.90). 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 : 12.19 vs. MFWTX (1.05). RIRBX return over 5 years is better than : 38.97 vs. MFWTX (3.72).
| 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 | 6.986 | 9.499 | 74% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 113B | 1% |
| Annual Yield % from dividends | 1.90 | 2.33 | 82% |
| Returns for 1 year | 1.05 | 12.19 | 9% |
| Returns for 3 years | 7.25 | 19.10 | 38% |
| Returns for 5 years | 3.72 | 38.97 | 10% |
| Returns for 10 years | 19.89 | 41.45 | 48% |
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