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CIREX vs MFWIX
CIREX vs MFWIX Comparison
Open Charts CIREX vs MFWIX
American Funds Capital Income Bldr 529E
Price$72.51
Change-$0.22 (-0.30%)
VolumeN/A
Net Assets109.96B
MFS Global Total Return I
Price$16.73
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets1.21B
CIREX vs MFWIX Comparison Chart
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CIREX vs. MFWIX commentary
May 10, 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 MFWIX is a Buy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 110B vs. MFWIX (1.21B). CIREX pays higher dividends than MFWIX: CIREX (2.89) vs MFWIX (2.22). CIREX was incepted earlier than MFWIX: CIREX (23 years) vs MFWIX (28 years). MFWIX (0.94) is less costly to investors than CIREX (0.85). MFWIX is a more actively managed with annual turnover of: 69.00 vs. CIREX (56.00). 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 : 10.34 vs. MFWIX (0.06). CIREX return over 5 years is better than : 52.26 vs. MFWIX (9.96).
| CIREX | MFWIX | CIREX / MFWIX | |
| Total Expense Ratio | 0.85 | 0.84 | 101% |
| Annual Report Gross Expense Ratio | 0.85 | 0.94 | 90% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | 5.714 | 4.714 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 1.21B | 9,061% |
| Annual Yield % from dividends | 2.89 | 2.22 | 130% |
| Returns for 1 year | 10.34 | 0.06 | 16,089% |
| Returns for 3 years | 23.74 | 8.79 | 270% |
| Returns for 5 years | 52.26 | 9.96 | 525% |
| Returns for 10 years | 62.17 | 17.37 | 358% |
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