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CIREX vs MFWGX
CIREX vs MFWGX Comparison
Open Charts CIREX vs MFWGX
American Funds Capital Income Bldr 529E
Price$76.82
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets116.07B
MFS Global Total Return R1
Price$17.47
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets1.24B
CIREX vs MFWGX Comparison Chart in %
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CIREX vs. MFWGX 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 MFWGX is a Hold.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 116B vs. MFWGX (1.24B). CIREX pays higher dividends than MFWGX: CIREX (2.75) vs MFWGX (1.57). CIREX was incepted earlier than MFWGX: CIREX (23 years) vs MFWGX (20 years). MFWGX (1.94) is less costly to investors than CIREX (0.85). MFWGX is a more actively managed with annual turnover of: 63.00 vs. CIREX (56.00). MFWGX has a lower initial minimum investment than CIREX: MFWGX (0) vs CIREX (250). CIREX annual gain was more profitable for investors over the last year : 12.65 vs. MFWGX (0.69). CIREX return over 5 years is better than : 51.89 vs. MFWGX (1.51).
| CIREX | MFWGX | CIREX / MFWGX | |
| Total Expense Ratio | 0.85 | 1.84 | 46% |
| Annual Report Gross Expense Ratio | 0.85 | 1.94 | 44% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 12.620 | 8.769 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 1.24B | 9,355% |
| Annual Yield % from dividends | 2.75 | 1.57 | 175% |
| Returns for 1 year | 12.65 | 0.69 | 1,826% |
| Returns for 3 years | 34.17 | 13.03 | 262% |
| Returns for 5 years | 51.89 | 1.51 | 3,442% |
| Returns for 10 years | 76.14 | 12.32 | 618% |
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