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CIREX vs MFWJX
CIREX vs MFWJX Comparison
Open Charts CIREX vs MFWJX
American Funds Capital Income Bldr 529E
Price$69.97
Change+$0.35 (+0.50%)
VolumeN/A
Net Assets106.93B
MFS Global Total Return R4
Price$16.46
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets1.23B
CIREX vs MFWJX Comparison Chart
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CIREX vs. MFWJX commentary
Jan 19, 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: 107B vs. MFWJX (1.23B). 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 : 10.45 vs. MFWJX (1.02). CIREX return over 5 years is better than : 27.61 vs. MFWJX (-4.42).
| 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 | 1.421 | 0.858 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 1.23B | 8,692% |
| Annual Yield % from dividends | 3.02 | 2.14 | 141% |
| Returns for 1 year | 10.45 | 1.02 | 1,023% |
| Returns for 3 years | 9.38 | -6.48 | -145% |
| Returns for 5 years | 27.61 | -4.42 | -625% |
| Returns for 10 years | 59.94 | 16.44 | 365% |