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CIRAX vs MFWBX
CIRAX vs MFWBX Comparison
Open Charts CIRAX vs MFWBX
American Funds Capital Income Bldr 529A
Price$69.92
Change+$0.34 (+0.49%)
VolumeN/A
Net Assets106.93B
MFS Global Total Return B
Price$16.82
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets1.23B
CIRAX vs MFWBX Comparison Chart
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CIRAX vs. MFWBX commentary
Jan 19, 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 Hold and MFWBX is a Hold.
FUNDAMENTALS
Fundamentals
CIRAX has more cash in the bank: 107B vs. MFWBX (1.23B). 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 : 10.70 vs. MFWBX (0.13). CIRAX return over 5 years is better than : 29.05 vs. MFWBX (-8.61).
| 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 | 1.422 | 0.779 | 183% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 1.23B | 8,692% |
| Annual Yield % from dividends | 3.25 | 1.07 | 303% |
| Returns for 1 year | 10.70 | 0.13 | 8,537% |
| Returns for 3 years | 10.13 | -9.06 | -112% |
| Returns for 5 years | 29.05 | -8.61 | -337% |
| Returns for 10 years | 63.56 | 6.09 | 1,044% |