Interact to see
Advertisement
Advertisement
CIREX vs MFWJX
CIREX vs MFWJX Comparison
Open Charts CIREX vs MFWJX
American Funds Capital Income Bldr 529E
Price$78.34
Change+$0.08 (+0.10%)
VolumeN/A
Net Assets117.97B
MFS Global Total Return R4
Price$18.11
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets1.26B
CIREX vs MFWJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CIREX vs. MFWJX commentary
Aug 29, 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: 118B vs. MFWJX (1.26B). CIREX pays higher dividends than MFWJX: CIREX (2.76) vs MFWJX (2.52). CIREX was incepted earlier than MFWJX: CIREX (24 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 : 10.50 vs. MFWJX (1.16). CIREX return over 5 years is better than : 51.95 vs. MFWJX (6.16).
| 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 | 20 years | - |
| Gain YTD | 14.848 | 12.146 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 1.26B | 9,365% |
| Annual Yield % from dividends | 2.76 | 2.52 | 109% |
| Returns for 1 year | 10.50 | 1.16 | 905% |
| Returns for 3 years | 35.46 | 18.30 | 194% |
| Returns for 5 years | 51.95 | 6.16 | 844% |
| Returns for 10 years | 88.34 | 32.18 | 275% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement