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MFWHX vs RIRBX
MFWHX vs RIRBX Comparison
Open Charts MFWHX vs RIRBX
MFS Global Total Return R3
Price$18.16
Change-$0.07 (-0.38%)
VolumeN/A
Net Assets1.26B
American Funds Capital Income Bldr R2
Price$80.11
Change-$0.64 (-0.79%)
VolumeN/A
Net Assets121.54B
MFWHX vs RIRBX Comparison Chart in %
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MFWHX vs. RIRBX commentary
Nov 14, 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: 122B vs. MFWHX (1.26B). MFWHX pays higher dividends than RIRBX: MFWHX (2.40) vs RIRBX (2.20). 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 : 14.13 vs. MFWHX (4.21). RIRBX return over 5 years is better than : 46.11 vs. MFWHX (2.67).
| 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 | 14.120 | 18.460 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 122B | 1% |
| Annual Yield % from dividends | 2.40 | 2.20 | 109% |
| Returns for 1 year | 4.21 | 14.13 | 30% |
| Returns for 3 years | 18.55 | 37.22 | 50% |
| Returns for 5 years | 2.67 | 46.11 | 6% |
| Returns for 10 years | 30.89 | 62.48 | 49% |
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