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CIREX vs MFWLX
CIREX vs MFWLX Comparison
Open Charts CIREX vs MFWLX
American Funds Capital Income Bldr 529E
Price$79.64
Change-$0.13 (-0.16%)
VolumeN/A
Net Assets120.39B
MFS Global Total Return R6
Price$17.95
Change-$0.03 (-0.17%)
VolumeN/A
Net Assets1.27B
CIREX vs MFWLX Comparison Chart in %
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CIREX vs. MFWLX commentary
Oct 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 120B vs. MFWLX (1.27B). MFWLX (2.72) 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 : 11.87 vs. MFWLX (2.65). CIREX return over 5 years is better than : 56.73 vs. MFWLX (8.64).
| 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 | 17.358 | 14.111 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 1.27B | 9,449% |
| Annual Yield % from dividends | 2.67 | 2.72 | 98% |
| Returns for 1 year | 11.87 | 2.65 | 448% |
| Returns for 3 years | 50.44 | 29.17 | 173% |
| Returns for 5 years | 56.73 | 8.64 | 657% |
| Returns for 10 years | 88.99 | 33.21 | 268% |
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