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MFWTX vs RIRBX
MFWTX vs RIRBX Comparison
Open Charts MFWTX vs RIRBX
MFS Global Total Return A
Price$18.31
Change+$0.06 (+0.33%)
VolumeN/A
Net Assets1.26B
American Funds Capital Income Bldr R2
Price$80.75
Change+$0.40 (+0.50%)
VolumeN/A
Net Assets120.96B
MFWTX vs RIRBX Comparison Chart in %
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MFWTX 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 MFWTX is a Hold and RIRBX is a Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 121B vs. MFWTX (1.26B). MFWTX pays higher dividends than RIRBX: MFWTX (2.39) vs RIRBX (2.20). 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: 63.00 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 : 14.13 vs. MFWTX (4.19). RIRBX return over 5 years is better than : 46.11 vs. MFWTX (2.76).
| 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 | 14.117 | 18.460 | 76% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 121B | 1% |
| Annual Yield % from dividends | 2.39 | 2.20 | 108% |
| Returns for 1 year | 4.19 | 14.13 | 30% |
| Returns for 3 years | 18.61 | 37.22 | 50% |
| Returns for 5 years | 2.76 | 46.11 | 6% |
| Returns for 10 years | 30.95 | 62.48 | 50% |
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