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CIRCX vs MFWLX
CIRCX vs MFWLX Comparison
Open Charts CIRCX vs MFWLX
American Funds Capital Income Bldr 529C
Price$71.31
Change+$0.39 (+0.55%)
VolumeN/A
Net Assets107.94B
MFS Global Total Return R6
Price$16.49
Change+$0.06 (+0.37%)
VolumeN/A
Net Assets1.25B
CIRCX vs MFWLX Comparison Chart
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CIRCX vs. MFWLX commentary
Jan 31, 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: 108B vs. MFWLX (1.25B). 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 : 10.48 vs. MFWLX (1.33). CIRCX return over 5 years is better than : 29.12 vs. MFWLX (-0.96).
| 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 | 3.004 | 2.431 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | 1.25B | 8,675% |
| Annual Yield % from dividends | 2.49 | 2.27 | 110% |
| Returns for 1 year | 10.48 | 1.33 | 788% |
| Returns for 3 years | 10.25 | -3.44 | -298% |
| Returns for 5 years | 29.12 | -0.96 | -3,046% |
| Returns for 10 years | 53.68 | 18.60 | 289% |
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