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CIREX vs MFWJX
CIREX vs MFWJX Comparison
Open Charts CIREX vs MFWJX
American Funds Capital Income Bldr 529E
Price$71.11
Change-$1.20 (-1.66%)
VolumeN/A
Net Assets109.78B
MFS Global Total Return R4
Price$16.73
Change-$0.21 (-1.24%)
VolumeN/A
Net Assets1.23B
CIREX vs MFWJX Comparison Chart
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CIREX vs. MFWJX commentary
Apr 04, 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: 110B vs. MFWJX (1.23B). CIREX pays higher dividends than MFWJX: CIREX (2.90) vs MFWJX (2.20). CIREX was incepted earlier than MFWJX: CIREX (23 years) vs MFWJX (20 years). MFWJX (0.96) is less costly to investors than CIREX (0.85). 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 : 9.88 vs. MFWJX (-0.81). CIREX return over 5 years is better than : 62.11 vs. MFWJX (18.80).
| CIREX | MFWJX | CIREX / MFWJX | |
| Total Expense Ratio | 0.85 | 0.86 | 99% |
| Annual Report Gross Expense Ratio | 0.85 | 0.96 | 89% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 5.422 | 4.081 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 1.23B | 8,965% |
| Annual Yield % from dividends | 2.90 | 2.20 | 132% |
| Returns for 1 year | 9.88 | -0.81 | -1,222% |
| Returns for 3 years | 15.25 | 0.32 | 4,776% |
| Returns for 5 years | 62.11 | 18.80 | 330% |
| Returns for 10 years | 65.24 | 17.71 | 368% |
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