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MFWTX vs RIRBX
MFWTX vs RIRBX Comparison
Open Charts MFWTX vs RIRBX
MFS Global Total Return A
Price$17.70
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets1.24B
American Funds Capital Income Bldr R2
Price$77.03
Change+$0.17 (+0.22%)
VolumeN/A
Net Assets116.05B
MFWTX vs RIRBX Comparison Chart in %
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MFWTX vs. RIRBX commentary
Aug 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: 116B vs. MFWTX (1.24B). RIRBX (2.28) and MFWTX (2.28) 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: 63.00 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 : 14.26 vs. MFWTX (3.71). RIRBX return over 5 years is better than : 42.95 vs. MFWTX (4.04).
| 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 | 9.559 | 12.561 | 76% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 116B | 1% |
| Annual Yield % from dividends | 2.28 | 2.28 | 100% |
| Returns for 1 year | 3.71 | 14.26 | 26% |
| Returns for 3 years | 12.90 | 28.41 | 45% |
| Returns for 5 years | 4.04 | 42.95 | 9% |
| Returns for 10 years | 22.03 | 46.54 | 47% |
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