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CIREX vs MFWCX
CIREX vs MFWCX Comparison
Open Charts CIREX vs MFWCX
American Funds Capital Income Bldr 529E
Price$76.09
Change+$0.23 (+0.30%)
VolumeN/A
Net Assets114.7B
MFS Global Total Return C
Price$17.64
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets1.23B
CIREX vs MFWCX Comparison Chart in %
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CIREX vs. MFWCX commentary
Jun 28, 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: 115B vs. MFWCX (1.23B). CIREX pays higher dividends than MFWCX: CIREX (2.80) vs MFWCX (1.11). 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: 69.00 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 : 14.90 vs. MFWCX (3.30). CIREX return over 5 years is better than : 56.07 vs. MFWCX (5.17).
| 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 | 11.550 | 8.398 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115B | 1.23B | 9,327% |
| Annual Yield % from dividends | 2.80 | 1.11 | 253% |
| Returns for 1 year | 14.90 | 3.30 | 451% |
| Returns for 3 years | 32.70 | 12.93 | 253% |
| Returns for 5 years | 56.07 | 5.17 | 1,084% |
| Returns for 10 years | 77.35 | 13.69 | 565% |
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