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CIRCX vs MFWLX
CIRCX vs MFWLX Comparison
Open Charts CIRCX vs MFWLX
American Funds Capital Income Bldr 529C
Price$76.86
Change+$0.19 (+0.25%)
VolumeN/A
Net Assets115.54B
MFS Global Total Return R6
Price$17.47
Change+$0.09 (+0.52%)
VolumeN/A
Net Assets1.25B
CIRCX vs MFWLX Comparison Chart in %
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CIRCX vs. MFWLX commentary
Jul 03, 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 Buy.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 116B vs. MFWLX (1.25B). MFWLX pays higher dividends than CIRCX: MFWLX (2.63) vs CIRCX (2.25). CIRCX was incepted earlier than MFWLX: CIRCX (23 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: 69.00 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 : 14.77 vs. MFWLX (5.11). CIRCX return over 5 years is better than : 49.09 vs. MFWLX (9.68).
| CIRCX | MFWLX | CIRCX / MFWLX | |
| Total Expense Ratio | 1.37 | 0.77 | 178% |
| Annual Report Gross Expense Ratio | 1.37 | 0.85 | 161% |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 11.722 | 9.632 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 1.25B | 9,258% |
| Annual Yield % from dividends | 2.25 | 2.63 | 86% |
| Returns for 1 year | 14.77 | 5.11 | 289% |
| Returns for 3 years | 31.18 | 17.20 | 181% |
| Returns for 5 years | 49.09 | 9.68 | 507% |
| Returns for 10 years | 68.06 | 26.58 | 256% |