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CIRAX vs MFWBX
CIRAX vs MFWBX Comparison
Open Charts CIRAX vs MFWBX
American Funds Capital Income Bldr 529A
Price$71.06
Change-$1.19 (-1.65%)
VolumeN/A
Net Assets109.78B
MFS Global Total Return B
Price$17.11
Change-$0.21 (-1.21%)
VolumeN/A
Net Assets1.23B
CIRAX vs MFWBX Comparison Chart
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CIRAX vs. MFWBX commentary
Apr 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 CIRAX is a Buy and MFWBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CIRAX has more cash in the bank: 110B vs. MFWBX (1.23B). CIRAX pays higher dividends than MFWBX: CIRAX (3.13) vs MFWBX (1.05). CIRAX was incepted earlier than MFWBX: CIRAX (23 years) vs MFWBX (32 years). MFWBX (1.96) is less costly to investors than CIRAX (0.62). 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 : 8.34 vs. MFWBX (-1.66). CIRAX return over 5 years is better than : 61.21 vs. MFWBX (13.61).
| CIRAX | MFWBX | CIRAX / MFWBX | |
| Total Expense Ratio | 0.62 | 1.86 | 33% |
| Annual Report Gross Expense Ratio | 0.62 | 1.96 | 32% |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | 3.729 | 3.800 | 98% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 1.23B | 8,965% |
| Annual Yield % from dividends | 3.13 | 1.05 | 297% |
| Returns for 1 year | 8.34 | -1.66 | -501% |
| Returns for 3 years | 13.99 | -2.41 | -581% |
| Returns for 5 years | 61.21 | 13.61 | 450% |
| Returns for 10 years | 65.04 | 7.30 | 891% |