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CIREX vs MFWGX
CIREX vs MFWGX Comparison
Open Charts CIREX vs MFWGX
American Funds Capital Income Bldr 529E
Price$72.31
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets109.37B
MFS Global Total Return R1
Price$16.77
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets1.22B
CIREX vs MFWGX Comparison Chart
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CIREX vs. MFWGX commentary
Apr 03, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 109B vs. MFWGX (1.22B). CIREX pays higher dividends than MFWGX: CIREX (2.90) vs MFWGX (1.22). CIREX was incepted earlier than MFWGX: CIREX (23 years) vs MFWGX (20 years). MFWGX (1.96) is less costly to investors than CIREX (0.85). 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 : 9.88 vs. MFWGX (-1.93). CIREX return over 5 years is better than : 62.11 vs. MFWGX (12.56).
| CIREX | MFWGX | CIREX / MFWGX | |
| Total Expense Ratio | 0.85 | 1.86 | 46% |
| Annual Report Gross Expense Ratio | 0.85 | 1.96 | 43% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 5.422 | 3.468 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 1.22B | 8,913% |
| Annual Yield % from dividends | 2.90 | 1.22 | 237% |
| Returns for 1 year | 9.88 | -1.93 | -512% |
| Returns for 3 years | 15.25 | -3.00 | -508% |
| Returns for 5 years | 62.11 | 12.56 | 494% |
| Returns for 10 years | 65.24 | 6.66 | 980% |
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