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CIREX vs MFWCX
CIREX vs MFWCX Comparison
Open Charts CIREX vs MFWCX
American Funds Capital Income Bldr 529E
Price$72.48
Change-$0.25 (-0.34%)
VolumeN/A
Net Assets110.16B
MFS Global Total Return C
Price$16.92
Change-$0.05 (-0.29%)
VolumeN/A
Net Assets1.24B
CIREX vs MFWCX Comparison Chart
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CIREX vs. MFWCX commentary
Feb 23, 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: 110B vs. MFWCX (1.24B). 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 : 11.86 vs. MFWCX (0.80). CIREX return over 5 years is better than : 32.96 vs. MFWCX (-5.66).
| 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 | 5.059 | 3.613 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 1.24B | 8,857% |
| Annual Yield % from dividends | 3.02 | 1.15 | 263% |
| Returns for 1 year | 11.86 | 0.80 | 1,477% |
| Returns for 3 years | 15.88 | -3.38 | -470% |
| Returns for 5 years | 32.96 | -5.66 | -582% |
| Returns for 10 years | 61.77 | 6.12 | 1,009% |
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