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MFWHX vs RIRBX
MFWHX vs RIRBX Comparison
Open Charts MFWHX vs RIRBX
MFS Global Total Return R3
Price$17.93
Change+$0.10 (+0.56%)
VolumeN/A
Net Assets1.25B
American Funds Capital Income Bldr R2
Price$78.84
Change+$0.43 (+0.55%)
VolumeN/A
Net Assets118.94B
MFWHX vs RIRBX Comparison Chart in %
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MFWHX vs. RIRBX commentary
Sep 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: 119B vs. MFWHX (1.25B). MFWHX (2.23) and RIRBX (2.23) have matching dividends . MFWHX was incepted earlier than RIRBX: MFWHX (21 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 : 9.40 vs. MFWHX (-0.06). RIRBX return over 5 years is better than : 50.79 vs. MFWHX (7.90).
| MFWHX | RIRBX | MFWHX / RIRBX | |
| Total Expense Ratio | 1.09 | 1.36 | 80% |
| Annual Report Gross Expense Ratio | 1.19 | 1.36 | 87% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 12.242 | 15.658 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 119B | 1% |
| Annual Yield % from dividends | 2.23 | 2.23 | 100% |
| Returns for 1 year | -0.06 | 9.40 | -1% |
| Returns for 3 years | 27.85 | 45.88 | 61% |
| Returns for 5 years | 7.90 | 50.79 | 16% |
| Returns for 10 years | 32.70 | 64.15 | 51% |
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