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MFWCX vs RIRBX
MFWCX vs RIRBX Comparison
Open Charts MFWCX vs RIRBX
MFS Global Total Return C
Price$17.81
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets1.26B
American Funds Capital Income Bldr R2
Price$77.09
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
MFWCX vs RIRBX Comparison Chart in %
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MFWCX vs. RIRBX commentary
Jul 07, 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 MFWCX is a Buy and RIRBX is a Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 116B vs. MFWCX (1.26B). RIRBX pays higher dividends than MFWCX: RIRBX (2.28) vs MFWCX (1.50). MFWCX was incepted earlier than RIRBX: MFWCX (32 years) vs RIRBX (23 years). MFWCX (1.94) is less costly to investors than RIRBX (1.36). MFWCX is a more actively managed with annual turnover of: 69.00 vs. RIRBX (56.00). RIRBX has a lower initial minimum investment than MFWCX: RIRBX (250) vs MFWCX (1000). RIRBX annual gain was more profitable for investors over the last year : 14.86 vs. MFWCX (3.99). RIRBX return over 5 years is better than : 45.96 vs. MFWCX (1.95).
| MFWCX | RIRBX | MFWCX / RIRBX | |
| Total Expense Ratio | 1.84 | 1.36 | 135% |
| Annual Report Gross Expense Ratio | 1.94 | 1.36 | 143% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 9.754 | 12.649 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 116B | 1% |
| Annual Yield % from dividends | 1.50 | 2.28 | 66% |
| Returns for 1 year | 3.99 | 14.86 | 27% |
| Returns for 3 years | 14.41 | 30.66 | 47% |
| Returns for 5 years | 1.95 | 45.96 | 4% |
| Returns for 10 years | 15.39 | 47.88 | 32% |