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CIRAX vs MFWBX
CIRAX vs MFWBX Comparison
Open Charts CIRAX vs MFWBX
American Funds Capital Income Bldr 529A
Price$71.12
Change-$1.59 (-2.19%)
VolumeN/A
CapitalizationN/A
MFS Global Total Return B
Price$16.65
Change-$0.27 (-1.60%)
VolumeN/A
CapitalizationN/A
CIRAX vs MFWBX Comparison Chart
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CIRAX vs. MFWBX commentary
Dec 19, 2024
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 CIRAX is a Buy and MFWBX is a Sell.
FUNDAMENTALS
Fundamentals
CIRAX has more cash in the bank: 108B vs. MFWBX (1.26B). CIRAX pays higher dividends than MFWBX: CIRAX (3.25) vs MFWBX (1.07). CIRAX was incepted earlier than MFWBX: CIRAX (23 years) vs MFWBX (31 years). CIRAX is a more actively managed with annual turnover of: 106.00 vs. MFWBX (69.00). CIRAX has a lower initial minimum investment than MFWBX: CIRAX (250) vs MFWBX (1000). CIRAX annual gain was more profitable for investors over the last year : 13.41 vs. MFWBX (0.07). CIRAX return over 5 years is better than : 33.58 vs. MFWBX (-6.55).
| CIRAX | MFWBX | CIRAX / MFWBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 31 years | - |
| Gain YTD | 11.958 | -1.595 | -750% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | 1.26B | 8,571% |
| Annual Yield % from dividends | 3.25 | 1.07 | 303% |
| Returns for 1 year | 13.41 | 0.07 | 18,354% |
| Returns for 3 years | 16.11 | -7.49 | -215% |
| Returns for 5 years | 33.58 | -6.55 | -513% |
| Returns for 10 years | 68.22 | 6.21 | 1,098% |