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CIREX vs MFWGX
CIREX vs MFWGX Comparison
Open Charts CIREX vs MFWGX
American Funds Capital Income Bldr 529E
Price$72.48
Change-$0.25 (-0.34%)
VolumeN/A
Net Assets110.16B
MFS Global Total Return R1
Price$16.75
Change-$0.05 (-0.30%)
VolumeN/A
Net Assets1.24B
CIREX vs MFWGX Comparison Chart
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CIREX vs. MFWGX 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 MFWGX is a Buy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 110B vs. MFWGX (1.24B). CIREX pays higher dividends than MFWGX: CIREX (3.02) vs MFWGX (1.24). CIREX was incepted earlier than MFWGX: CIREX (23 years) vs MFWGX (20 years). CIREX is a more actively managed with annual turnover of: 106.00 vs. MFWGX (69.00). 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 : 11.86 vs. MFWGX (0.77). CIREX return over 5 years is better than : 32.96 vs. MFWGX (-5.89).
| CIREX | MFWGX | CIREX / MFWGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 5.059 | 3.587 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 1.24B | 8,857% |
| Annual Yield % from dividends | 3.02 | 1.24 | 245% |
| Returns for 1 year | 11.86 | 0.77 | 1,530% |
| Returns for 3 years | 15.88 | -3.49 | -455% |
| Returns for 5 years | 32.96 | -5.89 | -560% |
| Returns for 10 years | 61.77 | 5.84 | 1,058% |
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