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CIRCX vs MFWBX
CIRCX vs MFWBX Comparison
Open Charts CIRCX vs MFWBX
American Funds Capital Income Bldr 529C
Price$77.94
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets117.32B
MFS Global Total Return B
Price$18.30
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets1.25B
CIRCX vs MFWBX Comparison Chart in %
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CIRCX vs. MFWBX commentary
Jul 27, 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: 117B vs. MFWBX (1.25B). CIRCX pays higher dividends than MFWBX: CIRCX (2.25) vs MFWBX (1.40). 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: 63.00 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 : 14.08 vs. MFWBX (3.24). CIRCX return over 5 years is better than : 50.09 vs. MFWBX (3.09).
| 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 | 13.572 | 10.278 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 1.25B | 9,338% |
| Annual Yield % from dividends | 2.25 | 1.40 | 161% |
| Returns for 1 year | 14.08 | 3.24 | 435% |
| Returns for 3 years | 33.16 | 14.06 | 236% |
| Returns for 5 years | 50.09 | 3.09 | 1,624% |
| Returns for 10 years | 70.61 | 15.47 | 456% |
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