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CIREX vs MFWCX
CIREX vs MFWCX Comparison
Open Charts CIREX vs MFWCX
American Funds Capital Income Bldr 529E
Price$69.97
Change+$0.35 (+0.50%)
VolumeN/A
Net Assets106.93B
MFS Global Total Return C
Price$16.46
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets1.23B
CIREX vs MFWCX Comparison Chart
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CIREX vs. MFWCX commentary
Jan 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 CIREX is a Hold and MFWCX is a Hold.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 107B vs. MFWCX (1.23B). CIREX pays higher dividends than MFWCX: CIREX (3.02) vs MFWCX (1.15). CIREX was incepted earlier than MFWCX: CIREX (23 years) vs MFWCX (31 years). CIREX is a more actively managed with annual turnover of: 106.00 vs. MFWCX (69.00). CIREX has a lower initial minimum investment than MFWCX: CIREX (250) vs MFWCX (1000). CIREX annual gain was more profitable for investors over the last year : 10.45 vs. MFWCX (0.00). CIREX return over 5 years is better than : 27.61 vs. MFWCX (-9.00).
| CIREX | MFWCX | CIREX / MFWCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 31 years | - |
| Gain YTD | 1.421 | 0.796 | 178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 1.23B | 8,692% |
| Annual Yield % from dividends | 3.02 | 1.15 | 263% |
| Returns for 1 year | 10.45 | 0.00 | 294,680% |
| Returns for 3 years | 9.38 | -9.20 | -102% |
| Returns for 5 years | 27.61 | -9.00 | -307% |
| Returns for 10 years | 59.94 | 5.46 | 1,097% |
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