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CIREX vs MFWGX
CIREX vs MFWGX Comparison
Open Charts CIREX vs MFWGX
American Funds Capital Income Bldr 529E
Price$75.86
Change+$0.54 (+0.72%)
VolumeN/A
Net Assets113.9B
MFS Global Total Return R1
Price$17.40
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets1.23B
CIREX vs MFWGX Comparison Chart in %
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CIREX vs. MFWGX commentary
Jun 27, 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: 114B 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 : 14.53 vs. MFWGX (2.59). CIREX return over 5 years is better than : 55.60 vs. MFWGX (4.25).
| 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 | 11.213 | 7.614 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 1.23B | 9,238% |
| Annual Yield % from dividends | 2.80 | 1.19 | 235% |
| Returns for 1 year | 14.53 | 2.59 | 561% |
| Returns for 3 years | 31.78 | 11.34 | 280% |
| Returns for 5 years | 55.60 | 4.25 | 1,308% |
| Returns for 10 years | 76.45 | 12.47 | 613% |
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