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CIREX vs MFWJX
CIREX vs MFWJX Comparison
Open Charts CIREX vs MFWJX
American Funds Capital Income Bldr 529E
Price$75.32
Change-$0.31 (-0.41%)
VolumeN/A
Net Assets114.36B
MFS Global Total Return R4
Price$17.61
Change-$0.03 (-0.17%)
VolumeN/A
Net Assets1.24B
CIREX vs MFWJX Comparison Chart in %
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CIREX vs. MFWJX commentary
Jun 26, 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: 114B vs. MFWJX (1.24B). CIREX pays higher dividends than MFWJX: CIREX (2.80) vs MFWJX (2.14). 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: 69.00 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 : 13.27 vs. MFWJX (3.22). CIREX return over 5 years is better than : 54.49 vs. MFWJX (9.86).
| 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 | 10.421 | 8.382 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 1.24B | 9,216% |
| Annual Yield % from dividends | 2.80 | 2.14 | 131% |
| Returns for 1 year | 13.27 | 3.22 | 413% |
| Returns for 3 years | 31.00 | 14.97 | 207% |
| Returns for 5 years | 54.49 | 9.86 | 553% |
| Returns for 10 years | 72.44 | 23.39 | 310% |
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