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MFWBX vs RIREX
MFWBX vs RIREX Comparison
Open Charts MFWBX vs RIREX
MFS Global Total Return B
Price$18.50
Change-$0.05 (-0.27%)
VolumeN/A
Net Assets1.27B
American Funds Capital Income Bldr R4
Price$79.63
Change+$0.39 (+0.49%)
VolumeN/A
Net Assets120.79B
MFWBX vs RIREX Comparison Chart in %
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MFWBX vs. RIREX commentary
Feb 04, 2026
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 StrongBuy and RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 121B vs. MFWBX (1.27B). RIREX pays higher dividends than MFWBX: RIREX (2.77) vs MFWBX (1.93). MFWBX was incepted earlier than RIREX: MFWBX (32 years) vs RIREX (24 years). MFWBX (1.94) is less costly to investors than RIREX (0.61). MFWBX is a more actively managed with annual turnover of: 63.00 vs. RIREX (50.00). 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 : 16.14 vs. MFWBX (11.11). RIREX return over 5 years is better than : 42.86 vs. MFWBX (0.21).
| MFWBX | RIREX | MFWBX / RIREX | |
| Total Expense Ratio | 1.84 | 0.61 | 302% |
| Annual Report Gross Expense Ratio | 1.94 | 0.61 | 318% |
| Fund Existence | 32 years | 24 years | - |
| Gain YTD | 3.874 | 3.564 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.27B | 121B | 1% |
| Annual Yield % from dividends | 1.93 | 2.77 | 70% |
| Returns for 1 year | 11.11 | 16.14 | 69% |
| Returns for 3 years | 12.95 | 35.09 | 37% |
| Returns for 5 years | 0.21 | 42.86 | 0% |
| Returns for 10 years | 29.59 | 73.02 | 41% |
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