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CIREX vs MFWJX
CIREX vs MFWJX Comparison
Open Charts CIREX vs MFWJX
American Funds Capital Income Bldr 529E
Price$79.19
Change-$0.27 (-0.34%)
VolumeN/A
Net Assets119.54B
MFS Global Total Return R4
Price$18.02
Change-$0.05 (-0.28%)
VolumeN/A
Net Assets1.24B
CIREX vs MFWJX Comparison Chart in %
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CIREX vs. MFWJX commentary
Nov 20, 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 Hold and MFWJX is a Hold.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 120B vs. MFWJX (1.24B). CIREX (2.67) and MFWJX (2.61) 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 : 12.87 vs. MFWJX (3.08). CIREX return over 5 years is better than : 49.53 vs. MFWJX (1.92).
| 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 | 16.695 | 12.611 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 1.24B | 9,693% |
| Annual Yield % from dividends | 2.67 | 2.61 | 102% |
| Returns for 1 year | 12.87 | 3.08 | 418% |
| Returns for 3 years | 37.58 | 17.33 | 217% |
| Returns for 5 years | 49.53 | 1.92 | 2,578% |
| Returns for 10 years | 88.12 | 30.13 | 292% |
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