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MFWTX vs RIRBX
MFWTX vs RIRBX Comparison
Open Charts MFWTX vs RIRBX
MFS Global Total Return A
Price$16.31
Change+$0.20 (+1.24%)
VolumeN/A
Net Assets1.16B
American Funds Capital Income Bldr R2
Price$69.17
Change+$0.98 (+1.44%)
VolumeN/A
Net Assets103.34B
MFWTX vs RIRBX Comparison Chart
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MFWTX vs. RIRBX commentary
Apr 12, 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: 103B vs. MFWTX (1.16B). RIRBX pays higher dividends than MFWTX: RIRBX (2.41) vs MFWTX (1.95). MFWTX was incepted earlier than RIRBX: MFWTX (35 years) vs RIRBX (23 years). RIRBX (1.36) is less costly to investors than MFWTX (1.21). 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 : 5.85 vs. MFWTX (-4.31). RIRBX return over 5 years is better than : 37.48 vs. MFWTX (4.83).
| MFWTX | RIRBX | MFWTX / RIRBX | |
| Total Expense Ratio | 1.11 | 1.36 | 82% |
| Annual Report Gross Expense Ratio | 1.21 | 1.36 | 89% |
| Fund Existence | 35 years | 23 years | - |
| Gain YTD | -0.889 | 0.638 | -139% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.16B | 103B | 1% |
| Annual Yield % from dividends | 1.95 | 2.41 | 81% |
| Returns for 1 year | -4.31 | 5.85 | -74% |
| Returns for 3 years | -3.06 | 7.94 | -39% |
| Returns for 5 years | 4.83 | 37.48 | 13% |
| Returns for 10 years | 8.95 | 27.31 | 33% |
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