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CIRAX vs MFWLX
CIRAX vs MFWLX Comparison
Open Charts CIRAX vs MFWLX
American Funds Capital Income Bldr 529A
Price$72.59
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets109.59B
MFS Global Total Return R6
Price$16.77
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets1.21B
CIRAX vs MFWLX Comparison Chart
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CIRAX vs. MFWLX commentary
May 10, 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 MFWLX is a Buy.
FUNDAMENTALS
Fundamentals
CIRAX has more cash in the bank: 110B vs. MFWLX (1.21B). CIRAX pays higher dividends than MFWLX: CIRAX (3.12) vs MFWLX (2.31). CIRAX was incepted earlier than MFWLX: CIRAX (23 years) vs MFWLX (13 years). MFWLX (0.85) is less costly to investors than CIRAX (0.62). MFWLX is a more actively managed with annual turnover of: 69.00 vs. CIRAX (56.00). MFWLX has a lower initial minimum investment than CIRAX: MFWLX (0) vs CIRAX (250). CIRAX annual gain was more profitable for investors over the last year : 10.22 vs. MFWLX (-0.55). CIRAX return over 5 years is better than : 54.24 vs. MFWLX (10.32).
| CIRAX | MFWLX | CIRAX / MFWLX | |
| Total Expense Ratio | 0.62 | 0.77 | 81% |
| Annual Report Gross Expense Ratio | 0.62 | 0.85 | 73% |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 5.963 | 4.610 | 129% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 1.21B | 9,068% |
| Annual Yield % from dividends | 3.12 | 2.31 | 135% |
| Returns for 1 year | 10.22 | -0.55 | -1,868% |
| Returns for 3 years | 24.90 | 8.82 | 282% |
| Returns for 5 years | 54.24 | 10.32 | 525% |
| Returns for 10 years | 66.60 | 18.54 | 359% |
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