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CIREX vs MFWJX
CIREX vs MFWJX Comparison
Open Charts CIREX vs MFWJX
American Funds Capital Income Bldr 529E
Price$77.33
Change+$0.32 (+0.42%)
VolumeN/A
Net Assets116.29B
MFS Global Total Return R4
Price$17.80
Change+$0.07 (+0.39%)
VolumeN/A
Net Assets1.24B
CIREX vs MFWJX Comparison Chart in %
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CIREX vs. MFWJX commentary
Aug 08, 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 Buy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 116B vs. MFWJX (1.24B). CIREX pays higher dividends than MFWJX: CIREX (2.76) vs MFWJX (2.52). 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: 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 : 15.42 vs. MFWJX (4.08). CIREX return over 5 years is better than : 51.76 vs. MFWJX (5.52).
| 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 | 13.368 | 9.854 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 1.24B | 9,362% |
| Annual Yield % from dividends | 2.76 | 2.52 | 109% |
| Returns for 1 year | 15.42 | 4.08 | 378% |
| Returns for 3 years | 32.36 | 13.70 | 236% |
| Returns for 5 years | 51.76 | 5.52 | 938% |
| Returns for 10 years | 77.48 | 24.39 | 318% |
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