Interact to see
Advertisement
Advertisement
CIREX vs MFWJX
CIREX vs MFWJX Comparison
Open Charts CIREX vs MFWJX
American Funds Capital Income Bldr 529E
Price$79.56
Change-$0.08 (-0.10%)
VolumeN/A
Net Assets120.2B
MFS Global Total Return R4
Price$18.21
Change-$0.07 (-0.38%)
VolumeN/A
Net Assets1.27B
CIREX vs MFWJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CIREX vs. MFWJX commentary
Oct 09, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 120B vs. MFWJX (1.27B). CIREX (2.67) and MFWJX (2.59) have matching dividends . CIREX was incepted earlier than MFWJX: CIREX (24 years) vs MFWJX (21 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 : 12.08 vs. MFWJX (2.91). CIREX return over 5 years is better than : 55.54 vs. MFWJX (7.78).
| CIREX | MFWJX | CIREX / MFWJX | |
| Total Expense Ratio | 0.85 | 0.84 | 101% |
| Annual Report Gross Expense Ratio | 0.85 | 0.94 | 90% |
| Fund Existence | 24 years | 21 years | - |
| Gain YTD | 17.240 | 13.920 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 1.27B | 9,471% |
| Annual Yield % from dividends | 2.67 | 2.59 | 103% |
| Returns for 1 year | 12.08 | 2.91 | 416% |
| Returns for 3 years | 50.29 | 28.93 | 174% |
| Returns for 5 years | 55.54 | 7.78 | 714% |
| Returns for 10 years | 88.80 | 32.44 | 274% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement