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MFWTX vs RIRBX
MFWTX vs RIRBX Comparison
Open Charts MFWTX vs RIRBX
MFS Global Total Return A
Price$18.02
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
MFWTX vs RIRBX Comparison Chart in %
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MFWTX 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 MFWTX is a StrongBuy and RIRBX is a Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 121B vs. MFWTX (1.27B). MFWTX pays higher dividends than RIRBX: MFWTX (2.81) vs RIRBX (2.09). MFWTX was incepted earlier than RIRBX: MFWTX (35 years) vs RIRBX (24 years). RIRBX (1.35) is less costly to investors than MFWTX (1.19). MFWTX is a more actively managed with annual turnover of: 63.00 vs. RIRBX (50.00). 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 : 15.28 vs. MFWTX (11.81). RIRBX return over 5 years is better than : 38.45 vs. MFWTX (3.45).
| MFWTX | RIRBX | MFWTX / RIRBX | |
| Total Expense Ratio | 1.09 | 1.35 | 81% |
| Annual Report Gross Expense Ratio | 1.19 | 1.35 | 88% |
| Fund Existence | 35 years | 24 years | - |
| Gain YTD | 3.982 | 3.494 | 114% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.27B | 121B | 1% |
| Annual Yield % from dividends | 2.81 | 2.09 | 134% |
| Returns for 1 year | 11.81 | 15.28 | 77% |
| Returns for 3 years | 15.17 | 32.13 | 47% |
| Returns for 5 years | 3.45 | 38.45 | 9% |
| Returns for 10 years | 38.63 | 66.67 | 58% |