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CIREX vs MFWLX
CIREX vs MFWLX Comparison
Open Charts CIREX vs MFWLX
American Funds Capital Income Bldr 529E
Price$71.51
Change-$0.48 (-0.67%)
VolumeN/A
Net Assets109.05B
MFS Global Total Return R6
Price$16.55
Change-$0.13 (-0.78%)
VolumeN/A
Net Assets1.24B
CIREX vs MFWLX Comparison Chart
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CIREX vs. MFWLX commentary
Mar 12, 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 StrongBuy and MFWLX is a Buy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 109B vs. MFWLX (1.24B). CIREX pays higher dividends than MFWLX: CIREX (2.85) vs MFWLX (2.44). CIREX was incepted earlier than MFWLX: CIREX (23 years) vs MFWLX (13 years). MFWLX (0.87) and CIREX (0.85) have similar cost to investors . 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 : 9.24 vs. MFWLX (0.04). CIREX return over 5 years is better than : 62.50 vs. MFWLX (17.60).
| CIREX | MFWLX | CIREX / MFWLX | |
| Total Expense Ratio | 0.85 | 0.79 | 108% |
| Annual Report Gross Expense Ratio | 0.85 | 0.87 | 98% |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 4.256 | 3.990 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 1.24B | 8,826% |
| Annual Yield % from dividends | 2.85 | 2.44 | 117% |
| Returns for 1 year | 9.24 | 0.04 | 21,803% |
| Returns for 3 years | 19.17 | 4.08 | 469% |
| Returns for 5 years | 62.50 | 17.60 | 355% |
| Returns for 10 years | 67.06 | 21.23 | 316% |
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