Interact to see
Advertisement
Advertisement
CIREX vs MFWCX
CIREX vs MFWCX Comparison
Open Charts CIREX vs MFWCX
American Funds Capital Income Bldr 529E
Price$77.86
Change-$0.06 (-0.08%)
VolumeN/A
Net Assets117.98B
MFS Global Total Return C
Price$17.96
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets1.26B
CIREX vs MFWCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CIREX vs. MFWCX commentary
Sep 04, 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: 118B vs. MFWCX (1.26B). CIREX pays higher dividends than MFWCX: CIREX (2.69) vs MFWCX (1.48). CIREX was incepted earlier than MFWCX: CIREX (24 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 : 10.48 vs. MFWCX (0.15). CIREX return over 5 years is better than : 52.21 vs. MFWCX (1.35).
| CIREX | MFWCX | CIREX / MFWCX | |
| Total Expense Ratio | 0.85 | 1.84 | 46% |
| Annual Report Gross Expense Ratio | 0.85 | 1.94 | 44% |
| Fund Existence | 24 years | 32 years | - |
| Gain YTD | 14.145 | 10.740 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 1.26B | 9,387% |
| Annual Yield % from dividends | 2.69 | 1.48 | 182% |
| Returns for 1 year | 10.48 | 0.15 | 6,977% |
| Returns for 3 years | 37.67 | 16.61 | 227% |
| Returns for 5 years | 52.21 | 1.35 | 3,872% |
| Returns for 10 years | 92.19 | 21.25 | 434% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement