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CIREX vs MFWCX
CIREX vs MFWCX Comparison
Open Charts CIREX vs MFWCX
American Funds Capital Income Bldr 529E
Price$76.82
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets116.07B
MFS Global Total Return C
Price$17.66
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets1.24B
CIREX vs MFWCX Comparison Chart in %
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CIREX vs. MFWCX commentary
Jul 20, 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 Hold.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 116B vs. MFWCX (1.24B). CIREX pays higher dividends than MFWCX: CIREX (2.75) vs MFWCX (1.50). CIREX was incepted earlier than MFWCX: CIREX (23 years) vs MFWCX (32 years). MFWCX (1.94) is less costly to investors than CIREX (0.85). MFWCX is a more actively managed with annual turnover of: 63.00 vs. CIREX (56.00). 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 : 12.65 vs. MFWCX (0.80). CIREX return over 5 years is better than : 51.89 vs. MFWCX (1.74).
| CIREX | MFWCX | CIREX / MFWCX | |
| Total Expense Ratio | 0.85 | 1.84 | 46% |
| Annual Report Gross Expense Ratio | 0.85 | 1.94 | 44% |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | 12.620 | 8.830 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 1.24B | 9,355% |
| Annual Yield % from dividends | 2.75 | 1.50 | 183% |
| Returns for 1 year | 12.65 | 0.80 | 1,581% |
| Returns for 3 years | 34.17 | 13.17 | 259% |
| Returns for 5 years | 51.89 | 1.74 | 2,974% |
| Returns for 10 years | 76.14 | 12.65 | 602% |
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