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MFWBX vs RIRBX
MFWBX vs RIRBX Comparison
Open Charts MFWBX vs RIRBX
MFS Global Total Return B
Price$18.21
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets1.26B
American Funds Capital Income Bldr R2
Price$77.09
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
MFWBX vs RIRBX Comparison Chart in %
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MFWBX vs. RIRBX commentary
Jul 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 MFWBX is a Buy and RIRBX is a Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 116B vs. MFWBX (1.26B). 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: 69.00 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 : 14.86 vs. MFWBX (4.12). RIRBX return over 5 years is better than : 45.96 vs. MFWBX (2.58).
| 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 | 9.736 | 12.649 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 116B | 1% |
| Annual Yield % from dividends | 1.40 | 2.28 | 61% |
| Returns for 1 year | 4.12 | 14.86 | 28% |
| Returns for 3 years | 14.61 | 30.66 | 48% |
| Returns for 5 years | 2.58 | 45.96 | 6% |
| Returns for 10 years | 16.00 | 47.88 | 33% |