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MFWBX vs RIREX
MFWBX vs RIREX Comparison
Open Charts MFWBX vs RIREX
MFS Global Total Return B
Price$18.79
Change+$0.08 (+0.43%)
VolumeN/A
Net Assets1.25B
American Funds Capital Income Bldr R4
Price$80.89
Change+$0.40 (+0.50%)
VolumeN/A
Net Assets120.93B
MFWBX vs RIREX Comparison Chart in %
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MFWBX vs. RIREX commentary
Dec 05, 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 StrongBuy and RIREX is a Hold.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 121B vs. MFWBX (1.25B). 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 : 14.22 vs. MFWBX (2.80). RIREX return over 5 years is better than : 45.64 vs. MFWBX (-2.80).
| 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 | 13.546 | 19.486 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 121B | 1% |
| Annual Yield % from dividends | 1.50 | 2.81 | 53% |
| Returns for 1 year | 2.80 | 14.22 | 20% |
| Returns for 3 years | 12.66 | 35.70 | 35% |
| Returns for 5 years | -2.80 | 45.64 | -6% |
| Returns for 10 years | 20.74 | 66.07 | 31% |
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