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MFWTX vs RIRBX
MFWTX vs RIRBX Comparison
Open Charts MFWTX vs RIRBX
MFS Global Total Return A
Price$18.18
Change-$0.06 (-0.33%)
VolumeN/A
Net Assets1.27B
American Funds Capital Income Bldr R2
Price$79.61
Change-$0.08 (-0.10%)
VolumeN/A
Net Assets120.2B
MFWTX vs RIRBX Comparison Chart in %
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MFWTX vs. RIRBX commentary
Oct 08, 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 StrongBuy and RIRBX is a Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 120B vs. MFWTX (1.27B). MFWTX pays higher dividends than RIRBX: MFWTX (2.37) vs RIRBX (2.20). 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 : 11.51 vs. MFWTX (2.65). RIRBX return over 5 years is better than : 47.83 vs. MFWTX (6.34).
| 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 | 13.681 | 16.787 | 81% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.27B | 120B | 1% |
| Annual Yield % from dividends | 2.37 | 2.20 | 108% |
| Returns for 1 year | 2.65 | 11.51 | 23% |
| Returns for 3 years | 27.88 | 46.64 | 60% |
| Returns for 5 years | 6.34 | 47.83 | 13% |
| Returns for 10 years | 29.10 | 56.31 | 52% |
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