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CIREX vs MFWCX
CIREX vs MFWCX Comparison
Open Charts CIREX vs MFWCX
American Funds Capital Income Bldr 529E
Price$71.13
Change-$1.59 (-2.19%)
VolumeN/A
CapitalizationN/A
MFS Global Total Return C
Price$16.30
Change-$0.26 (-1.57%)
VolumeN/A
CapitalizationN/A
CIREX vs MFWCX Comparison Chart
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CIREX vs. MFWCX commentary
Dec 19, 2024
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 Sell.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 108B vs. MFWCX (1.26B). 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 : 10.12 vs. MFWCX (-0.05). CIREX return over 5 years is better than : 30.12 vs. MFWCX (-6.97).
| 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 | 9.275 | -1.689 | -549% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | 1.26B | 8,571% |
| Annual Yield % from dividends | 3.02 | 1.15 | 263% |
| Returns for 1 year | 10.12 | -0.05 | -20,892% |
| Returns for 3 years | 12.79 | -7.65 | -167% |
| Returns for 5 years | 30.12 | -6.97 | -432% |
| Returns for 10 years | 60.88 | 5.60 | 1,088% |