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CIREX vs MFWGX
CIREX vs MFWGX Comparison
Open Charts CIREX vs MFWGX
American Funds Capital Income Bldr 529E
Price$75.26
Change+$0.02 (+0.03%)
VolumeN/A
Net Assets113.5B
MFS Global Total Return R1
Price$17.22
Change-$0.03 (-0.17%)
VolumeN/A
Net Assets1.23B
CIREX vs MFWGX Comparison Chart
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CIREX vs. MFWGX commentary
Jun 07, 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: 113B vs. MFWGX (1.23B). CIREX pays higher dividends than MFWGX: CIREX (2.80) vs MFWGX (1.19). 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: 69.00 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 : 12.85 vs. MFWGX (0.42). CIREX return over 5 years is better than : 47.60 vs. MFWGX (-0.03).
| 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 | 9.694 | 6.748 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113B | 1.23B | 9,172% |
| Annual Yield % from dividends | 2.80 | 1.19 | 235% |
| Returns for 1 year | 12.85 | 0.42 | 3,047% |
| Returns for 3 years | 23.71 | 5.32 | 446% |
| Returns for 5 years | 47.60 | -0.03 | -185,768% |
| Returns for 10 years | 72.65 | 11.16 | 651% |
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