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MFWBX vs RIRBX
MFWBX vs RIRBX Comparison
Open Charts MFWBX vs RIRBX
MFS Global Total Return B
Price$18.16
Change-$0.14 (-0.77%)
VolumeN/A
Net Assets1.25B
American Funds Capital Income Bldr R2
Price$77.13
Change-$0.61 (-0.78%)
VolumeN/A
Net Assets117.32B
MFWBX vs RIRBX Comparison Chart in %
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MFWBX vs. RIRBX commentary
Jul 29, 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 MFWBX is a Hold and RIRBX is a Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 117B vs. MFWBX (1.25B). RIRBX pays higher dividends than MFWBX: RIRBX (2.28) vs MFWBX (1.40). MFWBX was incepted earlier than RIRBX: MFWBX (32 years) vs RIRBX (23 years). MFWBX (1.94) is less costly to investors than RIRBX (1.36). MFWBX is a more actively managed with annual turnover of: 63.00 vs. RIRBX (56.00). RIRBX has a lower initial minimum investment than MFWBX: RIRBX (250) vs MFWBX (1000). RIRBX annual gain was more profitable for investors over the last year : 12.24 vs. MFWBX (1.49). RIRBX return over 5 years is better than : 43.16 vs. MFWBX (1.04).
| MFWBX | RIRBX | MFWBX / RIRBX | |
| Total Expense Ratio | 1.84 | 1.36 | 135% |
| Annual Report Gross Expense Ratio | 1.94 | 1.36 | 143% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 9.435 | 12.707 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 117B | 1% |
| Annual Yield % from dividends | 1.40 | 2.28 | 61% |
| Returns for 1 year | 1.49 | 12.24 | 12% |
| Returns for 3 years | 10.51 | 28.08 | 37% |
| Returns for 5 years | 1.04 | 43.16 | 2% |
| Returns for 10 years | 13.92 | 45.75 | 30% |
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