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CIREX vs MFWGX
CIREX vs MFWGX Comparison
Open Charts CIREX vs MFWGX
American Funds Capital Income Bldr 529E
Price$78.45
Change+$0.11 (+0.14%)
VolumeN/A
Net Assets117.97B
MFS Global Total Return R1
Price$17.91
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets1.26B
CIREX vs MFWGX Comparison Chart in %
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CIREX vs. MFWGX commentary
Aug 29, 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 Hold.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 118B vs. MFWGX (1.26B). CIREX pays higher dividends than MFWGX: CIREX (2.76) vs MFWGX (1.58). CIREX was incepted earlier than MFWGX: CIREX (24 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 : 10.87 vs. MFWGX (0.44). CIREX return over 5 years is better than : 52.17 vs. MFWGX (0.98).
| CIREX | MFWGX | CIREX / MFWGX | |
| Total Expense Ratio | 0.85 | 1.84 | 46% |
| Annual Report Gross Expense Ratio | 0.85 | 1.94 | 44% |
| Fund Existence | 24 years | 20 years | - |
| Gain YTD | 15.010 | 11.446 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 1.26B | 9,365% |
| Annual Yield % from dividends | 2.76 | 1.58 | 174% |
| Returns for 1 year | 10.87 | 0.44 | 2,483% |
| Returns for 3 years | 36.15 | 15.30 | 236% |
| Returns for 5 years | 52.17 | 0.98 | 5,331% |
| Returns for 10 years | 89.64 | 19.87 | 451% |
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