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MFWBX vs RIREX
MFWBX vs RIREX Comparison
Open Charts MFWBX vs RIREX
MFS Global Total Return B
Price$18.21
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets1.26B
American Funds Capital Income Bldr R4
Price$76.99
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
MFWBX vs RIREX Comparison Chart in %
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MFWBX vs. RIREX 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 RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 116B vs. MFWBX (1.26B). RIREX pays higher dividends than MFWBX: RIREX (2.97) vs MFWBX (1.40). MFWBX was incepted earlier than RIREX: MFWBX (32 years) vs RIREX (23 years). MFWBX (1.94) is less costly to investors than RIREX (0.62). MFWBX is a more actively managed with annual turnover of: 69.00 vs. RIREX (56.00). RIREX has a lower initial minimum investment than MFWBX: RIREX (250) vs MFWBX (1000). RIREX annual gain was more profitable for investors over the last year : 15.71 vs. MFWBX (4.12). RIREX return over 5 years is better than : 50.20 vs. MFWBX (2.58).
| MFWBX | RIREX | MFWBX / RIREX | |
| Total Expense Ratio | 1.84 | 0.62 | 297% |
| Annual Report Gross Expense Ratio | 1.94 | 0.62 | 313% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 9.736 | 13.071 | 74% |
| 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 | 2.97 | 47% |
| Returns for 1 year | 4.12 | 15.71 | 26% |
| Returns for 3 years | 14.61 | 33.22 | 44% |
| Returns for 5 years | 2.58 | 50.20 | 5% |
| Returns for 10 years | 16.00 | 52.98 | 30% |
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