Ad is loading...
CIREX vs MFWIX
CIREX vs MFWIX Comparison
Open Charts CIREX vs MFWIX
American Funds Capital Income Bldr 529E
Price$71.51
Change-$0.48 (-0.67%)
VolumeN/A
Net Assets109.05B
MFS Global Total Return I
Price$16.55
Change-$0.12 (-0.72%)
VolumeN/A
Net Assets1.24B
CIREX vs MFWIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CIREX vs. MFWIX commentary
Mar 12, 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: 109B vs. MFWIX (1.24B). CIREX pays higher dividends than MFWIX: CIREX (2.85) vs MFWIX (2.36). 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 : 9.24 vs. MFWIX (-0.10). CIREX return over 5 years is better than : 62.50 vs. MFWIX (16.99).
| 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 | 4.256 | 3.928 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 1.24B | 8,826% |
| Annual Yield % from dividends | 2.85 | 2.36 | 121% |
| Returns for 1 year | 9.24 | -0.10 | -8,845% |
| Returns for 3 years | 19.17 | 3.74 | 513% |
| Returns for 5 years | 62.50 | 16.99 | 368% |
| Returns for 10 years | 67.06 | 20.03 | 335% |
View a ticker or compare two or three
VS
VS
Ad is loading...