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MFWJX vs RIRBX
MFWJX vs RIRBX Comparison
Open Charts MFWJX vs RIRBX
MFS Global Total Return R4
Price$17.43
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets1.24B
American Funds Capital Income Bldr R2
Price$77.31
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets120.93B
MFWJX vs RIRBX Comparison Chart in %
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MFWJX vs. RIRBX commentary
Dec 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 MFWJX is a Buy and RIRBX is a Hold.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 121B vs. MFWJX (1.24B). MFWJX pays higher dividends than RIRBX: MFWJX (2.57) vs RIRBX (2.15). MFWJX was incepted earlier than RIRBX: MFWJX (21 years) vs RIRBX (24 years). RIRBX (1.36) is less costly to investors than MFWJX (0.94). MFWJX is a more actively managed with annual turnover of: 63.00 vs. RIRBX (56.00). 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 : 12.45 vs. MFWJX (8.09). RIRBX return over 5 years is better than : 36.36 vs. MFWJX (1.23).
| MFWJX | RIRBX | MFWJX / RIRBX | |
| Total Expense Ratio | 0.84 | 1.36 | 62% |
| Annual Report Gross Expense Ratio | 0.94 | 1.36 | 69% |
| Fund Existence | 21 years | 24 years | - |
| Gain YTD | 8.623 | 13.413 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 121B | 1% |
| Annual Yield % from dividends | 2.57 | 2.15 | 120% |
| Returns for 1 year | 8.09 | 12.45 | 65% |
| Returns for 3 years | 15.21 | 30.49 | 50% |
| Returns for 5 years | 1.23 | 36.36 | 3% |
| Returns for 10 years | 30.82 | 53.95 | 57% |
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