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CIREX vs MFWIX
CIREX vs MFWIX Comparison
Open Charts CIREX vs MFWIX
American Funds Capital Income Bldr 529E
Price$78.55
Change+$0.41 (+0.52%)
VolumeN/A
Net Assets117.62B
MFS Global Total Return I
Price$17.79
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets1.25B
CIREX vs MFWIX Comparison Chart in %
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CIREX vs. MFWIX commentary
Sep 07, 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: 118B vs. MFWIX (1.25B). CIREX pays higher dividends than MFWIX: CIREX (2.69) vs MFWIX (2.49). CIREX was incepted earlier than MFWIX: CIREX (24 years) vs MFWIX (29 years). MFWIX (0.94) is less costly to investors than CIREX (0.85). MFWIX is a more actively managed with annual turnover of: 63.00 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 : 11.63 vs. MFWIX (1.52). CIREX return over 5 years is better than : 53.56 vs. MFWIX (6.73).
| CIREX | MFWIX | CIREX / MFWIX | |
| Total Expense Ratio | 0.85 | 0.84 | 101% |
| Annual Report Gross Expense Ratio | 0.85 | 0.94 | 90% |
| Fund Existence | 24 years | 29 years | - |
| Gain YTD | 15.156 | 12.171 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 1.25B | 9,432% |
| Annual Yield % from dividends | 2.69 | 2.49 | 108% |
| Returns for 1 year | 11.63 | 1.52 | 766% |
| Returns for 3 years | 39.47 | 21.34 | 185% |
| Returns for 5 years | 53.56 | 6.73 | 796% |
| Returns for 10 years | 90.32 | 32.38 | 279% |