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CIREX vs MFWCX
CIREX vs MFWCX Comparison
Open Charts CIREX vs MFWCX
American Funds Capital Income Bldr 529E
Price$71.99
Change-$1.14 (-1.56%)
VolumeN/A
Net Assets110.89B
MFS Global Total Return C
Price$16.95
Change-$0.14 (-0.82%)
VolumeN/A
Net Assets1.25B
CIREX vs MFWCX Comparison Chart
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CIREX vs. MFWCX commentary
Mar 11, 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 StrongBuy and MFWCX is a Buy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 111B vs. MFWCX (1.25B). CIREX pays higher dividends than MFWCX: CIREX (2.85) vs MFWCX (1.26). CIREX was incepted earlier than MFWCX: CIREX (23 years) vs MFWCX (31 years). MFWCX (1.96) is less costly to investors than CIREX (0.85). 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 : 10.94 vs. MFWCX (-0.12). CIREX return over 5 years is better than : 42.29 vs. MFWCX (-0.27).
| CIREX | MFWCX | CIREX / MFWCX | |
| Total Expense Ratio | 0.85 | 1.86 | 46% |
| Annual Report Gross Expense Ratio | 0.85 | 1.96 | 43% |
| Fund Existence | 23 years | 31 years | - |
| Gain YTD | 6.001 | 4.654 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111B | 1.25B | 8,909% |
| Annual Yield % from dividends | 2.85 | 1.26 | 226% |
| Returns for 1 year | 10.94 | -0.12 | -8,877% |
| Returns for 3 years | 21.85 | 2.27 | 962% |
| Returns for 5 years | 42.29 | -0.27 | -15,683% |
| Returns for 10 years | 69.60 | 10.49 | 663% |
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