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CIRAX vs MFWBX
CIRAX vs MFWBX Comparison
Open Charts CIRAX vs MFWBX
American Funds Capital Income Bldr 529A
Price$72.44
Change-$0.26 (-0.36%)
VolumeN/A
Net Assets110.16B
MFS Global Total Return B
Price$17.29
Change-$0.05 (-0.29%)
VolumeN/A
Net Assets1.24B
CIRAX vs MFWBX Comparison Chart
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CIRAX vs. MFWBX commentary
Feb 23, 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 CIRAX is a StrongBuy and MFWBX is a Buy.
FUNDAMENTALS
Fundamentals
CIRAX has more cash in the bank: 110B vs. MFWBX (1.24B). 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 : 12.11 vs. MFWBX (0.96). CIRAX return over 5 years is better than : 34.43 vs. MFWBX (-5.26).
| 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 | 5.077 | 3.595 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 1.24B | 8,857% |
| Annual Yield % from dividends | 3.25 | 1.07 | 303% |
| Returns for 1 year | 12.11 | 0.96 | 1,257% |
| Returns for 3 years | 16.66 | -3.19 | -523% |
| Returns for 5 years | 34.43 | -5.26 | -654% |
| Returns for 10 years | 65.41 | 6.71 | 974% |