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MFWBX vs RIREX
MFWBX vs RIREX Comparison
Open Charts MFWBX vs RIREX
MFS Global Total Return B
Price$17.88
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets1.24B
American Funds Capital Income Bldr R4
Price$77.19
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets120.93B
MFWBX vs RIREX Comparison Chart in %
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MFWBX vs. RIREX commentary
Dec 28, 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 Hold.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 121B vs. MFWBX (1.24B). RIREX pays higher dividends than MFWBX: RIREX (2.81) vs MFWBX (1.50). MFWBX was incepted earlier than RIREX: MFWBX (32 years) vs RIREX (24 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 : 13.07 vs. MFWBX (7.53). RIREX return over 5 years is better than : 40.43 vs. MFWBX (-2.87).
| 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 | 24 years | - |
| Gain YTD | 8.047 | 14.021 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 121B | 1% |
| Annual Yield % from dividends | 1.50 | 2.81 | 53% |
| Returns for 1 year | 7.53 | 13.07 | 58% |
| Returns for 3 years | 12.57 | 33.16 | 38% |
| Returns for 5 years | -2.87 | 40.43 | -7% |
| Returns for 10 years | 19.62 | 59.49 | 33% |
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