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CIRCX vs MFWLX
CIRCX vs MFWLX Comparison
Open Charts CIRCX vs MFWLX
American Funds Capital Income Bldr 529C
Price$71.77
Change-$0.49 (-0.68%)
VolumeN/A
Net Assets109.05B
MFS Global Total Return R6
Price$16.55
Change-$0.13 (-0.78%)
VolumeN/A
Net Assets1.24B
CIRCX vs MFWLX Comparison Chart
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CIRCX vs. MFWLX commentary
Mar 12, 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 StrongBuy and MFWLX is a Buy.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 109B vs. MFWLX (1.24B). MFWLX (2.44) and CIRCX (2.33) have matching dividends . CIRCX was incepted earlier than MFWLX: CIRCX (23 years) vs MFWLX (13 years). CIRCX (1.37) is less costly to investors than MFWLX (0.87). 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 : 8.69 vs. MFWLX (0.04). CIRCX return over 5 years is better than : 58.29 vs. MFWLX (17.60).
| CIRCX | MFWLX | CIRCX / MFWLX | |
| Total Expense Ratio | 1.37 | 0.79 | 173% |
| Annual Report Gross Expense Ratio | 1.37 | 0.87 | 157% |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 4.138 | 3.990 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 1.24B | 8,826% |
| Annual Yield % from dividends | 2.33 | 2.44 | 95% |
| Returns for 1 year | 8.69 | 0.04 | 20,499% |
| Returns for 3 years | 17.29 | 4.08 | 423% |
| Returns for 5 years | 58.29 | 17.60 | 331% |
| Returns for 10 years | 58.43 | 21.23 | 275% |
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