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MFWBX vs RIRFX
MFWBX vs RIRFX Comparison
Open Charts MFWBX vs RIRFX
MFS Global Total Return B
Price$18.79
Change+$0.08 (+0.43%)
VolumeN/A
Net Assets1.25B
American Funds Capital Income Bldr R5
Price$80.97
Change+$0.41 (+0.51%)
VolumeN/A
Net Assets120.93B
MFWBX vs RIRFX Comparison Chart in %
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MFWBX vs. RIRFX 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 RIRFX is a Hold.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 121B vs. MFWBX (1.25B). RIRFX pays higher dividends than MFWBX: RIRFX (3.08) vs MFWBX (1.50). MFWBX was incepted earlier than RIRFX: MFWBX (32 years) vs RIRFX (24 years). MFWBX (1.94) is less costly to investors than RIRFX (0.31). MFWBX is a more actively managed with annual turnover of: 63.00 vs. RIRFX (56.00). RIRFX has a lower initial minimum investment than MFWBX: RIRFX (250) vs MFWBX (1000). RIRFX annual gain was more profitable for investors over the last year : 14.57 vs. MFWBX (2.80). RIRFX return over 5 years is better than : 52.76 vs. MFWBX (-2.80).
| MFWBX | RIRFX | MFWBX / RIRFX | |
| Total Expense Ratio | 1.84 | 0.31 | 594% |
| Annual Report Gross Expense Ratio | 1.94 | 0.31 | 626% |
| Fund Existence | 32 years | 24 years | - |
| Gain YTD | 13.546 | 19.819 | 68% |
| 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 | 3.08 | 49% |
| Returns for 1 year | 2.80 | 14.57 | 19% |
| Returns for 3 years | 12.66 | 38.44 | 33% |
| Returns for 5 years | -2.80 | 52.76 | -5% |
| Returns for 10 years | 20.74 | 83.67 | 25% |
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