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CIREX vs MFWJX
CIREX vs MFWJX Comparison
Open Charts CIREX vs MFWJX
American Funds Capital Income Bldr 529E
Price$75.01
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets113.04B
MFS Global Total Return R4
Price$17.44
Change+$0.05 (+0.29%)
VolumeN/A
Net Assets1.23B
CIREX vs MFWJX Comparison Chart
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CIREX vs. MFWJX commentary
Jun 04, 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 Hold.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 113B vs. MFWJX (1.24B). CIREX pays higher dividends than MFWJX: CIREX (2.80) vs MFWJX (2.14). 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: 69.00 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 : 13.24 vs. MFWJX (1.42). CIREX return over 5 years is better than : 49.26 vs. MFWJX (6.42).
| 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 | 9.358 | 6.846 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113B | 1.24B | 9,150% |
| Annual Yield % from dividends | 2.80 | 2.14 | 131% |
| Returns for 1 year | 13.24 | 1.42 | 932% |
| Returns for 3 years | 23.37 | 8.23 | 284% |
| Returns for 5 years | 49.26 | 6.42 | 767% |
| Returns for 10 years | 71.92 | 22.66 | 317% |
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