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CIREX vs MFWJX
CIREX vs MFWJX Comparison
Open Charts CIREX vs MFWJX
American Funds Capital Income Bldr 529E
Price$72.48
Change-$0.25 (-0.34%)
VolumeN/A
Net Assets110.16B
MFS Global Total Return R4
Price$16.94
Change-$0.04 (-0.24%)
VolumeN/A
Net Assets1.24B
CIREX vs MFWJX Comparison Chart
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CIREX vs. MFWJX commentary
Feb 23, 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 MFWJX is a Buy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 110B vs. MFWJX (1.24B). CIREX pays higher dividends than MFWJX: CIREX (3.02) vs MFWJX (2.14). CIREX was incepted earlier than MFWJX: CIREX (23 years) vs MFWJX (20 years). CIREX is a more actively managed with annual turnover of: 106.00 vs. MFWJX (69.00). MFWJX has a lower initial minimum investment than CIREX: MFWJX (0) vs CIREX (250). CIREX annual gain was more profitable for investors over the last year : 11.86 vs. MFWJX (1.83). CIREX return over 5 years is better than : 32.96 vs. MFWJX (-0.89).
| CIREX | MFWJX | CIREX / MFWJX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 5.059 | 3.799 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 1.24B | 8,857% |
| Annual Yield % from dividends | 3.02 | 2.14 | 141% |
| Returns for 1 year | 11.86 | 1.83 | 648% |
| Returns for 3 years | 15.88 | -0.46 | -3,469% |
| Returns for 5 years | 32.96 | -0.89 | -3,704% |
| Returns for 10 years | 61.77 | 17.14 | 360% |
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