Interact to see
Advertisement
Advertisement
CIRCX vs MFWLX
CIRCX vs MFWLX Comparison
Open Charts CIRCX vs MFWLX
American Funds Capital Income Bldr 529C
Price$79.91
Change-$0.13 (-0.16%)
VolumeN/A
Net Assets120.39B
MFS Global Total Return R6
Price$17.95
Change-$0.03 (-0.17%)
VolumeN/A
Net Assets1.27B
CIRCX vs MFWLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CIRCX vs. MFWLX commentary
Oct 07, 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 MFWLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 120B vs. MFWLX (1.27B). MFWLX pays higher dividends than CIRCX: MFWLX (2.72) vs CIRCX (2.16). CIRCX was incepted earlier than MFWLX: CIRCX (24 years) vs MFWLX (13 years). CIRCX (1.37) is less costly to investors than MFWLX (0.85). MFWLX is a more actively managed with annual turnover of: 63.00 vs. CIRCX (56.00). MFWLX has a lower initial minimum investment than CIRCX: MFWLX (0) vs CIRCX (250). CIRCX annual gain was more profitable for investors over the last year : 11.30 vs. MFWLX (2.65). CIRCX return over 5 years is better than : 52.66 vs. MFWLX (8.64).
| CIRCX | MFWLX | CIRCX / MFWLX | |
| Total Expense Ratio | 1.37 | 0.77 | 178% |
| Annual Report Gross Expense Ratio | 1.37 | 0.85 | 161% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 16.883 | 14.111 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 1.27B | 9,449% |
| Annual Yield % from dividends | 2.16 | 2.72 | 80% |
| Returns for 1 year | 11.30 | 2.65 | 427% |
| Returns for 3 years | 48.09 | 29.17 | 165% |
| Returns for 5 years | 52.66 | 8.64 | 610% |
| Returns for 10 years | 79.23 | 33.21 | 239% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement