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MFWTX vs RIRBX
MFWTX vs RIRBX Comparison
Open Charts MFWTX vs RIRBX
MFS Global Total Return A
Price$17.48
Change-$0.15 (-0.85%)
VolumeN/A
Net Assets1.23B
American Funds Capital Income Bldr R2
Price$75.29
Change-$0.55 (-0.73%)
VolumeN/A
Net Assets113.85B
MFWTX vs RIRBX Comparison Chart
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MFWTX vs. RIRBX commentary
Jun 15, 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 MFWTX is a Buy and RIRBX is a Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 114B vs. MFWTX (1.23B). RIRBX pays higher dividends than MFWTX: RIRBX (2.33) vs MFWTX (1.90). MFWTX was incepted earlier than RIRBX: MFWTX (35 years) vs RIRBX (23 years). RIRBX (1.36) is less costly to investors than MFWTX (1.19). MFWTX is a more actively managed with annual turnover of: 69.00 vs. RIRBX (56.00). RIRBX has a lower initial minimum investment than MFWTX: RIRBX (250) vs MFWTX (1000). RIRBX annual gain was more profitable for investors over the last year : 13.05 vs. MFWTX (2.51). RIRBX return over 5 years is better than : 44.33 vs. MFWTX (7.42).
| MFWTX | RIRBX | MFWTX / RIRBX | |
| Total Expense Ratio | 1.09 | 1.36 | 80% |
| Annual Report Gross Expense Ratio | 1.19 | 1.36 | 87% |
| Fund Existence | 35 years | 23 years | - |
| Gain YTD | 7.539 | 10.019 | 75% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 114B | 1% |
| Annual Yield % from dividends | 1.90 | 2.33 | 82% |
| Returns for 1 year | 2.51 | 13.05 | 19% |
| Returns for 3 years | 15.67 | 29.77 | 53% |
| Returns for 5 years | 7.42 | 44.33 | 17% |
| Returns for 10 years | 19.85 | 41.34 | 48% |
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