Ad is loading...
CIRCX vs MFWLX
CIRCX vs MFWLX Comparison
Open Charts CIRCX vs MFWLX
American Funds Capital Income Bldr 529C
Price$70.29
Change+$0.30 (+0.43%)
VolumeN/A
Net Assets106.18B
MFS Global Total Return R6
Price$16.31
Change+$0.10 (+0.62%)
VolumeN/A
Net Assets1.19B
CIRCX vs MFWLX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CIRCX vs. MFWLX commentary
Apr 19, 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 Hold.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 106B vs. MFWLX (1.19B). CIRCX (2.37) and MFWLX (2.32) 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 : 9.67 vs. MFWLX (0.40). CIRCX return over 5 years is better than : 42.53 vs. MFWLX (8.01).
| 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 | 1.990 | 1.984 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106B | 1.19B | 8,908% |
| Annual Yield % from dividends | 2.37 | 2.32 | 102% |
| Returns for 1 year | 9.67 | 0.40 | 2,443% |
| Returns for 3 years | 11.22 | 0.80 | 1,397% |
| Returns for 5 years | 42.53 | 8.01 | 531% |
| Returns for 10 years | 48.77 | 15.28 | 319% |