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CIRCX vs MFWBX
CIRCX vs MFWBX Comparison
Open Charts CIRCX vs MFWBX
American Funds Capital Income Bldr 529C
Price$70.95
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets106.48B
MFS Global Total Return B
Price$17.10
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets1.2B
CIRCX vs MFWBX Comparison Chart
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CIRCX vs. MFWBX commentary
Apr 25, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 106B vs. MFWBX (1.2B). CIRCX pays higher dividends than MFWBX: CIRCX (2.37) vs MFWBX (1.05). CIRCX was incepted earlier than MFWBX: CIRCX (23 years) vs MFWBX (32 years). MFWBX (1.96) is less costly to investors than CIRCX (1.37). 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 : 8.07 vs. MFWBX (-1.25). CIRCX return over 5 years is better than : 45.32 vs. MFWBX (4.87).
| CIRCX | MFWBX | CIRCX / MFWBX | |
| Total Expense Ratio | 1.37 | 1.86 | 74% |
| Annual Report Gross Expense Ratio | 1.37 | 1.96 | 70% |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | 2.295 | 2.242 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106B | 1.2B | 8,863% |
| Annual Yield % from dividends | 2.37 | 1.05 | 226% |
| Returns for 1 year | 8.07 | -1.25 | -644% |
| Returns for 3 years | 12.98 | -0.24 | -5,372% |
| Returns for 5 years | 45.32 | 4.87 | 931% |
| Returns for 10 years | 47.98 | 4.47 | 1,073% |
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