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CIREX vs MFWIX
CIREX vs MFWIX Comparison
Open Charts CIREX vs MFWIX
American Funds Capital Income Bldr 529E
Price$69.10
Change+$0.34 (+0.49%)
VolumeN/A
CapitalizationN/A
MFS Global Total Return I
Price$16.05
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
CIREX vs MFWIX Comparison Chart
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CIREX vs. MFWIX commentary
Dec 24, 2024
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 Sell.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 105B vs. MFWIX (1.24B). 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 : 8.21 vs. MFWIX (-1.40). CIREX return over 5 years is better than : 27.94 vs. MFWIX (-4.16).
| 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 | 7.528 | -2.101 | -358% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105B | 1.24B | 8,461% |
| Annual Yield % from dividends | 3.02 | 2.18 | 139% |
| Returns for 1 year | 8.21 | -1.40 | -588% |
| Returns for 3 years | 9.44 | -11.12 | -85% |
| Returns for 5 years | 27.94 | -4.16 | -671% |
| Returns for 10 years | 57.19 | 14.23 | 402% |