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CIREX vs MFWJX
CIREX vs MFWJX Comparison
Open Charts CIREX vs MFWJX
American Funds Capital Income Bldr 529E
Price$71.47
Change+$0.74 (+1.05%)
VolumeN/A
Net Assets107.13B
MFS Global Total Return R4
Price$16.84
Change+$0.11 (+0.66%)
VolumeN/A
Net Assets1.2B
CIREX vs MFWJX Comparison Chart
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CIREX vs. MFWJX commentary
Apr 25, 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: 107B vs. MFWJX (1.2B). 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 : 10.44 vs. MFWJX (-0.09). CIREX return over 5 years is better than : 51.71 vs. MFWJX (9.88).
| 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 | 4.197 | 2.790 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 1.2B | 8,932% |
| Annual Yield % from dividends | 2.90 | 2.20 | 132% |
| Returns for 1 year | 10.44 | -0.09 | -11,329% |
| Returns for 3 years | 17.02 | 2.73 | 624% |
| Returns for 5 years | 51.71 | 9.88 | 524% |
| Returns for 10 years | 58.86 | 14.75 | 399% |
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