Ad is loading...
CIREX vs MFWJX
CIREX vs MFWJX Comparison
Open Charts CIREX vs MFWJX
American Funds Capital Income Bldr 529E
Price$71.13
Change-$1.59 (-2.19%)
VolumeN/A
CapitalizationN/A
MFS Global Total Return R4
Price$16.28
Change-$0.27 (-1.63%)
VolumeN/A
CapitalizationN/A
CIREX vs MFWJX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CIREX vs. MFWJX commentary
Dec 19, 2024
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 Sell.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 108B vs. MFWJX (1.26B). CIREX pays higher dividends than MFWJX: CIREX (3.02) vs MFWJX (2.14). CIREX was incepted earlier than MFWJX: CIREX (23 years) vs MFWJX (20 years). CIREX is a more actively managed with annual turnover of: 106.00 vs. MFWJX (69.00). 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 : 10.12 vs. MFWJX (0.97). CIREX return over 5 years is better than : 30.12 vs. MFWJX (-2.22).
| CIREX | MFWJX | CIREX / MFWJX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 9.275 | -0.689 | -1,347% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | 1.26B | 8,571% |
| Annual Yield % from dividends | 3.02 | 2.14 | 141% |
| Returns for 1 year | 10.12 | 0.97 | 1,045% |
| Returns for 3 years | 12.79 | -4.83 | -265% |
| Returns for 5 years | 30.12 | -2.22 | -1,354% |
| Returns for 10 years | 60.88 | 16.59 | 367% |