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CIRCX vs MFWBX
CIRCX vs MFWBX Comparison
Open Charts CIRCX vs MFWBX
American Funds Capital Income Bldr 529C
Price$75.58
Change-$0.31 (-0.41%)
VolumeN/A
Net Assets114.36B
MFS Global Total Return B
Price$17.96
Change-$0.04 (-0.22%)
VolumeN/A
Net Assets1.24B
CIRCX vs MFWBX Comparison Chart in %
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CIRCX vs. MFWBX commentary
Jun 26, 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 CIRCX is a Buy and MFWBX is a Hold.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 114B vs. MFWBX (1.24B). CIRCX pays higher dividends than MFWBX: CIRCX (2.29) vs MFWBX (1.03). CIRCX was incepted earlier than MFWBX: CIRCX (23 years) vs MFWBX (32 years). MFWBX (1.94) is less costly to investors than CIRCX (1.37). MFWBX is a more actively managed with annual turnover of: 69.00 vs. CIRCX (56.00). CIRCX has a lower initial minimum investment than MFWBX: CIRCX (250) vs MFWBX (1000). CIRCX annual gain was more profitable for investors over the last year : 12.69 vs. MFWBX (2.41). CIRCX return over 5 years is better than : 50.46 vs. MFWBX (5.10).
| CIRCX | MFWBX | CIRCX / MFWBX | |
| Total Expense Ratio | 1.37 | 1.84 | 74% |
| Annual Report Gross Expense Ratio | 1.37 | 1.94 | 71% |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | 10.133 | 7.876 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 1.24B | 9,216% |
| Annual Yield % from dividends | 2.29 | 1.03 | 224% |
| Returns for 1 year | 12.69 | 2.41 | 527% |
| Returns for 3 years | 28.93 | 11.85 | 244% |
| Returns for 5 years | 50.46 | 5.10 | 989% |
| Returns for 10 years | 63.54 | 12.49 | 509% |
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