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CIREX vs MFWGX
CIREX vs MFWGX Comparison
Open Charts CIREX vs MFWGX
American Funds Capital Income Bldr 529E
Price$69.97
Change+$0.35 (+0.50%)
VolumeN/A
Net Assets106.93B
MFS Global Total Return R1
Price$16.29
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets1.23B
CIREX vs MFWGX Comparison Chart
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CIREX vs. MFWGX commentary
Jan 19, 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 Hold and MFWGX is a Hold.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 107B vs. MFWGX (1.23B). 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 : 10.45 vs. MFWGX (-0.03). CIREX return over 5 years is better than : 27.61 vs. MFWGX (-9.21).
| 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 | 1.421 | 0.742 | 191% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 1.23B | 8,692% |
| Annual Yield % from dividends | 3.02 | 1.24 | 245% |
| Returns for 1 year | 10.45 | -0.03 | -30,029% |
| Returns for 3 years | 9.38 | -9.35 | -100% |
| Returns for 5 years | 27.61 | -9.21 | -300% |
| Returns for 10 years | 59.94 | 5.16 | 1,161% |