Interact to see
Advertisement
Advertisement
CIREX vs MFWJX
CIREX vs MFWJX Comparison
Open Charts CIREX vs MFWJX
American Funds Capital Income Bldr 529E
Price$76.67
Change+$0.31 (+0.41%)
VolumeN/A
Net Assets115.4B
MFS Global Total Return R4
Price$17.59
Change+$0.06 (+0.34%)
VolumeN/A
Net Assets1.23B
CIREX vs MFWJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CIREX vs. MFWJX commentary
Jul 18, 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 MFWJX is a Hold.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 115B vs. MFWJX (1.23B). CIREX pays higher dividends than MFWJX: CIREX (2.75) vs MFWJX (2.50). CIREX was incepted earlier than MFWJX: CIREX (23 years) vs MFWJX (20 years). MFWJX (0.94) is less costly to investors than CIREX (0.85). MFWJX is a more actively managed with annual turnover of: 63.00 vs. CIREX (56.00). 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 : 12.05 vs. MFWJX (0.83). CIREX return over 5 years is better than : 51.59 vs. MFWJX (6.01).
| CIREX | MFWJX | CIREX / MFWJX | |
| Total Expense Ratio | 0.85 | 0.84 | 101% |
| Annual Report Gross Expense Ratio | 0.85 | 0.94 | 90% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 12.400 | 8.614 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115B | 1.23B | 9,334% |
| Annual Yield % from dividends | 2.75 | 2.50 | 110% |
| Returns for 1 year | 12.05 | 0.83 | 1,452% |
| Returns for 3 years | 35.70 | 17.33 | 206% |
| Returns for 5 years | 51.59 | 6.01 | 859% |
| Returns for 10 years | 75.26 | 23.28 | 323% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement