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MFWBX vs RIRFX
MFWBX vs RIRFX Comparison
Open Charts MFWBX vs RIRFX
MFS Global Total Return B
Price$18.50
Change-$0.05 (-0.27%)
VolumeN/A
Net Assets1.27B
American Funds Capital Income Bldr R5
Price$79.69
Change+$0.41 (+0.52%)
VolumeN/A
Net Assets120.79B
MFWBX vs RIRFX Comparison Chart in %
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MFWBX vs. RIRFX commentary
Feb 05, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 121B vs. MFWBX (1.27B). RIRFX pays higher dividends than MFWBX: RIRFX (3.05) vs MFWBX (1.93). MFWBX was incepted earlier than RIRFX: MFWBX (32 years) vs RIRFX (24 years). MFWBX (1.94) is less costly to investors than RIRFX (0.30). MFWBX is a more actively managed with annual turnover of: 63.00 vs. RIRFX (50.00). 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 : 16.50 vs. MFWBX (11.11). RIRFX return over 5 years is better than : 48.75 vs. MFWBX (0.21).
| MFWBX | RIRFX | MFWBX / RIRFX | |
| Total Expense Ratio | 1.84 | 0.30 | 613% |
| Annual Report Gross Expense Ratio | 1.94 | 0.30 | 647% |
| Fund Existence | 32 years | 24 years | - |
| Gain YTD | 3.874 | 3.601 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.27B | 121B | 1% |
| Annual Yield % from dividends | 1.93 | 3.05 | 63% |
| Returns for 1 year | 11.11 | 16.50 | 67% |
| Returns for 3 years | 12.95 | 36.34 | 36% |
| Returns for 5 years | 0.21 | 48.75 | 0% |
| Returns for 10 years | 29.59 | 91.51 | 32% |
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