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CIRCX vs MFWLX
CIRCX vs MFWLX Comparison
Open Charts CIRCX vs MFWLX
American Funds Capital Income Bldr 529C
Price$71.27
Change-$1.60 (-2.20%)
VolumeN/A
CapitalizationN/A
MFS Global Total Return R6
Price$16.26
Change-$0.05 (-0.31%)
VolumeN/A
CapitalizationN/A
CIRCX vs MFWLX Comparison Chart
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CIRCX vs. MFWLX commentary
Dec 19, 2024
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 Sell.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 108B vs. MFWLX (1.27B). CIRCX pays higher dividends than MFWLX: CIRCX (2.49) vs MFWLX (2.27). CIRCX was incepted earlier than MFWLX: CIRCX (23 years) vs MFWLX (13 years). CIRCX is a more actively managed with annual turnover of: 106.00 vs. MFWLX (69.00). 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 : 12.56 vs. MFWLX (0.95). CIRCX return over 5 years is better than : 28.67 vs. MFWLX (-2.14).
| CIRCX | MFWLX | CIRCX / MFWLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 11.151 | -0.734 | -1,519% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | 1.27B | 8,531% |
| Annual Yield % from dividends | 2.49 | 2.27 | 110% |
| Returns for 1 year | 12.56 | 0.95 | 1,323% |
| Returns for 3 years | 13.49 | -4.75 | -284% |
| Returns for 5 years | 28.67 | -2.14 | -1,338% |
| Returns for 10 years | 55.98 | 17.09 | 328% |