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MFWBX vs RIREX
MFWBX vs RIREX Comparison
Open Charts MFWBX vs RIREX
MFS Global Total Return B
Price$18.49
Change+$0.03 (+0.16%)
VolumeN/A
Net Assets1.25B
American Funds Capital Income Bldr R4
Price$78.54
Change+$0.41 (+0.52%)
VolumeN/A
Net Assets117.62B
MFWBX vs RIREX Comparison Chart in %
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MFWBX vs. RIREX commentary
Sep 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 MFWBX is a Buy and RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 118B vs. MFWBX (1.25B). RIREX pays higher dividends than MFWBX: RIREX (2.90) vs MFWBX (1.37). 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: 63.00 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 : 11.89 vs. MFWBX (0.78). RIREX return over 5 years is better than : 49.49 vs. MFWBX (2.44).
| 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 | 11.423 | 15.348 | 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 | 118B | 1% |
| Annual Yield % from dividends | 1.37 | 2.90 | 47% |
| Returns for 1 year | 0.78 | 11.89 | 7% |
| Returns for 3 years | 18.18 | 38.28 | 47% |
| Returns for 5 years | 2.44 | 49.49 | 5% |
| Returns for 10 years | 21.24 | 61.97 | 34% |
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