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CIREX vs MFWIX
CIREX vs MFWIX Comparison
Open Charts CIREX vs MFWIX
American Funds Capital Income Bldr 529E
Price$70.07
Change+$0.30 (+0.43%)
VolumeN/A
Net Assets106.18B
MFS Global Total Return I
Price$16.31
Change+$0.10 (+0.62%)
VolumeN/A
Net Assets1.19B
CIREX vs MFWIX Comparison Chart
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CIREX vs. MFWIX commentary
Apr 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 Buy and MFWIX is a Hold.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 106B vs. MFWIX (1.19B). CIREX pays higher dividends than MFWIX: CIREX (2.90) vs MFWIX (2.23). CIREX was incepted earlier than MFWIX: CIREX (23 years) vs MFWIX (28 years). MFWIX (0.96) is less costly to investors than CIREX (0.85). 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 : 10.23 vs. MFWIX (0.31). CIREX return over 5 years is better than : 46.34 vs. MFWIX (7.59).
| CIREX | MFWIX | CIREX / MFWIX | |
| Total Expense Ratio | 0.85 | 0.86 | 99% |
| Annual Report Gross Expense Ratio | 0.85 | 0.96 | 89% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | 2.156 | 1.963 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106B | 1.19B | 8,908% |
| Annual Yield % from dividends | 2.90 | 2.23 | 130% |
| Returns for 1 year | 10.23 | 0.31 | 3,335% |
| Returns for 3 years | 12.99 | 0.53 | 2,463% |
| Returns for 5 years | 46.34 | 7.59 | 611% |
| Returns for 10 years | 56.87 | 14.22 | 400% |