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CIREX vs MFWCX
CIREX vs MFWCX Comparison
Open Charts CIREX vs MFWCX
American Funds Capital Income Bldr 529E
Price$71.47
Change+$0.74 (+1.05%)
VolumeN/A
Net Assets107.13B
MFS Global Total Return C
Price$16.73
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets1.2B
CIREX vs MFWCX Comparison Chart
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CIREX vs. MFWCX commentary
Apr 25, 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 Buy and MFWCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 107B vs. MFWCX (1.2B). CIREX pays higher dividends than MFWCX: CIREX (2.90) vs MFWCX (1.13). 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 : 8.63 vs. MFWCX (-1.39). CIREX return over 5 years is better than : 49.21 vs. MFWCX (4.42).
| 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 | 2.477 | 2.254 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 1.2B | 8,946% |
| Annual Yield % from dividends | 2.90 | 1.13 | 256% |
| Returns for 1 year | 8.63 | -1.39 | -619% |
| Returns for 3 years | 14.80 | -0.48 | -3,073% |
| Returns for 5 years | 49.21 | 4.42 | 1,113% |
| Returns for 10 years | 56.04 | 3.87 | 1,446% |