Interact to see
Advertisement
Advertisement
MFWBX vs RIREX
MFWBX vs RIREX Comparison
Open Charts MFWBX vs RIREX
MFS Global Total Return B
Price$18.16
Change-$0.14 (-0.77%)
VolumeN/A
Net Assets1.25B
American Funds Capital Income Bldr R4
Price$77.07
Change-$0.60 (-0.77%)
VolumeN/A
Net Assets117.32B
MFWBX vs RIREX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MFWBX vs. RIREX commentary
Jul 29, 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 Hold and RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 117B vs. MFWBX (1.25B). 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: 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 : 13.09 vs. MFWBX (1.49). RIREX return over 5 years is better than : 47.33 vs. MFWBX (1.04).
| 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 | 9.435 | 13.189 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 117B | 1% |
| Annual Yield % from dividends | 1.40 | 2.97 | 47% |
| Returns for 1 year | 1.49 | 13.09 | 11% |
| Returns for 3 years | 10.51 | 30.60 | 34% |
| Returns for 5 years | 1.04 | 47.33 | 2% |
| Returns for 10 years | 13.92 | 50.77 | 27% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement