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CIREX vs MFWGX
CIREX vs MFWGX Comparison
Open Charts CIREX vs MFWGX
American Funds Capital Income Bldr 529E
Price$71.47
Change+$0.74 (+1.05%)
VolumeN/A
Net Assets107.13B
MFS Global Total Return R1
Price$16.66
Change+$0.10 (+0.60%)
VolumeN/A
Net Assets1.2B
CIREX vs MFWGX Comparison Chart
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CIREX vs. MFWGX commentary
Apr 25, 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: 107B vs. MFWGX (1.2B). 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 : 8.63 vs. MFWGX (-1.09). CIREX return over 5 years is better than : 49.21 vs. MFWGX (4.46).
| 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 | 2.477 | 2.478 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 1.2B | 8,932% |
| Annual Yield % from dividends | 2.90 | 1.22 | 237% |
| Returns for 1 year | 8.63 | -1.09 | -790% |
| Returns for 3 years | 14.80 | -0.38 | -3,903% |
| Returns for 5 years | 49.21 | 4.46 | 1,103% |
| Returns for 10 years | 56.04 | 3.79 | 1,479% |
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