Interact to see
Advertisement
Advertisement
MFWHX vs RIRBX
MFWHX vs RIRBX Comparison
Open Charts MFWHX vs RIRBX
MFS Global Total Return R3
Price$17.78
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets1.25B
American Funds Capital Income Bldr R2
Price$77.74
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets117.32B
MFWHX vs RIRBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MFWHX vs. RIRBX commentary
Jul 28, 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 MFWHX is a Hold and RIRBX is a Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 117B vs. MFWHX (1.25B). RIRBX (2.28) and MFWHX (2.28) have matching dividends . MFWHX was incepted earlier than RIRBX: MFWHX (20 years) vs RIRBX (23 years). RIRBX (1.36) is less costly to investors than MFWHX (1.19). MFWHX is a more actively managed with annual turnover of: 63.00 vs. RIRBX (56.00). MFWHX has a lower initial minimum investment than RIRBX: MFWHX (0) vs RIRBX (250). RIRBX annual gain was more profitable for investors over the last year : 14.10 vs. MFWHX (3.77). RIRBX return over 5 years is better than : 45.76 vs. MFWHX (6.30).
| MFWHX | RIRBX | MFWHX / RIRBX | |
| Total Expense Ratio | 1.09 | 1.36 | 80% |
| Annual Report Gross Expense Ratio | 1.19 | 1.36 | 87% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 10.723 | 13.599 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 117B | 1% |
| Annual Yield % from dividends | 2.28 | 2.28 | 100% |
| Returns for 1 year | 3.77 | 14.10 | 27% |
| Returns for 3 years | 16.25 | 31.55 | 51% |
| Returns for 5 years | 6.30 | 45.76 | 14% |
| Returns for 10 years | 23.40 | 48.02 | 49% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement