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CIREX vs MFWLX
CIREX vs MFWLX Comparison
Open Charts CIREX vs MFWLX
American Funds Capital Income Bldr 529E
Price$75.01
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets113.04B
MFS Global Total Return R6
Price$17.12
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets1.23B
CIREX vs MFWLX Comparison Chart
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CIREX vs. MFWLX 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 MFWLX is a Hold.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 113B vs. MFWLX (1.24B). CIREX pays higher dividends than MFWLX: CIREX (2.80) vs MFWLX (2.26). CIREX was incepted earlier than MFWLX: CIREX (23 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: 69.00 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 : 13.24 vs. MFWLX (1.54). CIREX return over 5 years is better than : 49.26 vs. MFWLX (6.65).
| CIREX | MFWLX | CIREX / MFWLX | |
| Total Expense Ratio | 0.85 | 0.77 | 110% |
| Annual Report Gross Expense Ratio | 0.85 | 0.85 | 100% |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 9.358 | 7.174 | 130% |
| 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 | 2.26 | 124% |
| Returns for 1 year | 13.24 | 1.54 | 862% |
| Returns for 3 years | 23.37 | 8.67 | 269% |
| Returns for 5 years | 49.26 | 6.65 | 740% |
| Returns for 10 years | 71.92 | 23.59 | 305% |
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