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MFWTX vs RIRBX
MFWTX vs RIRBX Comparison
Open Charts MFWTX vs RIRBX
MFS Global Total Return A
Price$18.12
Change+$0.04 (+0.22%)
VolumeN/A
Net Assets1.25B
American Funds Capital Income Bldr R2
Price$79.33
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets119.49B
MFWTX vs RIRBX Comparison Chart in %
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MFWTX vs. RIRBX commentary
Oct 18, 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: 119B vs. MFWTX (1.25B). MFWTX pays higher dividends than RIRBX: MFWTX (2.37) 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 : 9.93 vs. MFWTX (1.31). RIRBX return over 5 years is better than : 47.88 vs. MFWTX (5.42).
| 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 | 12.933 | 16.377 | 79% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 119B | 1% |
| Annual Yield % from dividends | 2.37 | 2.20 | 108% |
| Returns for 1 year | 1.31 | 9.93 | 13% |
| Returns for 3 years | 25.95 | 44.51 | 58% |
| Returns for 5 years | 5.42 | 47.88 | 11% |
| Returns for 10 years | 27.62 | 54.82 | 50% |
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