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MFWTX vs RIRBX
MFWTX vs RIRBX Comparison
Open Charts MFWTX vs RIRBX
MFS Global Total Return A
Price$17.91
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
MFWTX vs RIRBX Comparison Chart
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MFWTX 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 MFWTX is a Sell and RIRBX is a Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 107B vs. MFWTX (1.3B). 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 : 16.99 vs. MFWTX (11.82). RIRBX return over 5 years is better than : 24.12 vs. MFWTX (2.56).
| 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 | 6.214 | 9.901 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 107B | 1% |
| Annual Yield % from dividends | 1.91 | 2.55 | 75% |
| Returns for 1 year | 11.82 | 16.99 | 70% |
| Returns for 3 years | -7.94 | 9.89 | -80% |
| Returns for 5 years | 2.56 | 24.12 | 11% |
| Returns for 10 years | 20.66 | 31.25 | 66% |
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