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MFWTX vs RIRBX
MFWTX vs RIRBX Comparison
Open Charts MFWTX vs RIRBX
MFS Global Total Return A
Price$18.35
Change+$0.08 (+0.44%)
VolumeN/A
Net Assets1.25B
American Funds Capital Income Bldr R2
Price$80.90
Change+$0.41 (+0.51%)
VolumeN/A
Net Assets120.93B
MFWTX vs RIRBX Comparison Chart in %
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MFWTX vs. RIRBX commentary
Dec 04, 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 StrongBuy and RIRBX is a Hold.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 121B vs. MFWTX (1.25B). MFWTX pays higher dividends than RIRBX: MFWTX (2.35) vs RIRBX (2.15). MFWTX was incepted earlier than RIRBX: MFWTX (35 years) vs RIRBX (24 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 : 12.78 vs. MFWTX (2.82). RIRBX return over 5 years is better than : 41.79 vs. MFWTX (0.39).
| 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 | 24 years | - |
| Gain YTD | 13.806 | 18.181 | 76% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 121B | 1% |
| Annual Yield % from dividends | 2.35 | 2.15 | 109% |
| Returns for 1 year | 2.82 | 12.78 | 22% |
| Returns for 3 years | 14.35 | 32.36 | 44% |
| Returns for 5 years | 0.39 | 41.79 | 1% |
| Returns for 10 years | 28.53 | 59.60 | 48% |
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