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CIREX vs MFWIX
CIREX vs MFWIX Comparison
Open Charts CIREX vs MFWIX
American Funds Capital Income Bldr 529E
Price$71.10
Change+$0.39 (+0.55%)
VolumeN/A
Net Assets107.94B
MFS Global Total Return I
Price$16.49
Change+$0.06 (+0.37%)
VolumeN/A
Net Assets1.25B
CIREX vs MFWIX Comparison Chart
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CIREX vs. MFWIX commentary
Feb 01, 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 MFWIX is a Buy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 108B vs. MFWIX (1.25B). CIREX pays higher dividends than MFWIX: CIREX (3.02) vs MFWIX (2.18). CIREX was incepted earlier than MFWIX: CIREX (23 years) vs MFWIX (28 years). CIREX is a more actively managed with annual turnover of: 106.00 vs. MFWIX (69.00). MFWIX has a lower initial minimum investment than CIREX: MFWIX (0) vs CIREX (250). CIREX annual gain was more profitable for investors over the last year : 11.04 vs. MFWIX (1.24). CIREX return over 5 years is better than : 32.57 vs. MFWIX (-1.41).
| CIREX | MFWIX | CIREX / MFWIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | 3.058 | 2.431 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | 1.25B | 8,675% |
| Annual Yield % from dividends | 3.02 | 2.18 | 139% |
| Returns for 1 year | 11.04 | 1.24 | 889% |
| Returns for 3 years | 12.02 | -3.70 | -325% |
| Returns for 5 years | 32.57 | -1.41 | -2,312% |
| Returns for 10 years | 62.07 | 17.51 | 355% |