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MFWJX vs RIRBX
MFWJX vs RIRBX Comparison
Open Charts MFWJX vs RIRBX
MFS Global Total Return R4
Price$18.06
Change-$0.07 (-0.39%)
VolumeN/A
Net Assets1.27B
American Funds Capital Income Bldr R2
Price$79.69
Change+$0.36 (+0.45%)
VolumeN/A
Net Assets120.79B
MFWJX vs RIRBX Comparison Chart in %
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MFWJX vs. RIRBX commentary
Feb 05, 2026
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 MFWJX is a StrongBuy and RIRBX is a Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 121B vs. MFWJX (1.27B). MFWJX pays higher dividends than RIRBX: MFWJX (3.03) vs RIRBX (2.09). MFWJX was incepted earlier than RIRBX: MFWJX (21 years) vs RIRBX (24 years). RIRBX (1.35) is less costly to investors than MFWJX (0.94). MFWJX is a more actively managed with annual turnover of: 63.00 vs. RIRBX (50.00). MFWJX has a lower initial minimum investment than RIRBX: MFWJX (0) vs RIRBX (250). RIRBX annual gain was more profitable for investors over the last year : 15.28 vs. MFWJX (12.13). RIRBX return over 5 years is better than : 38.45 vs. MFWJX (4.80).
| MFWJX | RIRBX | MFWJX / RIRBX | |
| Total Expense Ratio | 0.84 | 1.35 | 62% |
| Annual Report Gross Expense Ratio | 0.94 | 1.35 | 70% |
| Fund Existence | 21 years | 24 years | - |
| Gain YTD | 3.972 | 3.494 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.27B | 121B | 1% |
| Annual Yield % from dividends | 3.03 | 2.09 | 145% |
| Returns for 1 year | 12.13 | 15.28 | 79% |
| Returns for 3 years | 16.06 | 32.13 | 50% |
| Returns for 5 years | 4.80 | 38.45 | 12% |
| Returns for 10 years | 42.22 | 66.67 | 63% |
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