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CIREX vs MFWLX
CIREX vs MFWLX Comparison
Open Charts CIREX vs MFWLX
American Funds Capital Income Bldr 529E
Price$79.19
Change-$0.27 (-0.34%)
VolumeN/A
Net Assets119.54B
MFS Global Total Return R6
Price$17.71
Change-$0.04 (-0.23%)
VolumeN/A
Net Assets1.24B
CIREX vs MFWLX Comparison Chart in %
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CIREX vs. MFWLX commentary
Nov 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 MFWLX is a Hold.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 120B vs. MFWLX (1.24B). MFWLX (2.74) and CIREX (2.67) have matching dividends . CIREX was incepted earlier than MFWLX: CIREX (24 years) vs MFWLX (13 years). CIREX (0.85) and MFWLX (0.85) have similar cost to investors . MFWLX is a more actively managed with annual turnover of: 63.00 vs. CIREX (56.00). MFWLX has a lower initial minimum investment than CIREX: MFWLX (0) vs CIREX (250). CIREX annual gain was more profitable for investors over the last year : 12.87 vs. MFWLX (3.11). CIREX return over 5 years is better than : 49.53 vs. MFWLX (1.98).
| CIREX | MFWLX | CIREX / MFWLX | |
| Total Expense Ratio | 0.85 | 0.77 | 110% |
| Annual Report Gross Expense Ratio | 0.85 | 0.85 | 100% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 16.695 | 12.651 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 1.24B | 9,693% |
| Annual Yield % from dividends | 2.67 | 2.74 | 98% |
| Returns for 1 year | 12.87 | 3.11 | 414% |
| Returns for 3 years | 37.58 | 17.47 | 215% |
| Returns for 5 years | 49.53 | 1.98 | 2,501% |
| Returns for 10 years | 88.12 | 30.69 | 287% |
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