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MFWHX vs RIRBX
MFWHX vs RIRBX Comparison
Open Charts MFWHX vs RIRBX
MFS Global Total Return R3
Price$17.70
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets1.26B
American Funds Capital Income Bldr R2
Price$77.09
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
MFWHX vs RIRBX Comparison Chart in %
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MFWHX 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 MFWHX is a Buy and RIRBX is a Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 116B vs. MFWHX (1.26B). 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: 69.00 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 : 14.86 vs. MFWHX (4.74). RIRBX return over 5 years is better than : 45.96 vs. MFWHX (8.78).
| 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 | 10.225 | 12.649 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 116B | 1% |
| Annual Yield % from dividends | 2.28 | 2.28 | 100% |
| Returns for 1 year | 4.74 | 14.86 | 32% |
| Returns for 3 years | 16.96 | 30.66 | 55% |
| Returns for 5 years | 8.78 | 45.96 | 19% |
| Returns for 10 years | 24.11 | 47.88 | 50% |
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