Interact to see
Advertisement
Advertisement
CIREX vs MFWLX
CIREX vs MFWLX Comparison
Open Charts CIREX vs MFWLX
American Funds Capital Income Bldr 529E
Price$78.55
Change+$0.41 (+0.52%)
VolumeN/A
Net Assets118.23B
MFS Global Total Return R6
Price$17.76
Change+$0.09 (+0.51%)
VolumeN/A
Net Assets1.25B
CIREX vs MFWLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CIREX vs. MFWLX commentary
Sep 08, 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: 118B vs. MFWLX (1.25B). CIREX (2.69) and MFWLX (2.57) 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 : 11.63 vs. MFWLX (1.61). CIREX return over 5 years is better than : 53.56 vs. MFWLX (7.15).
| 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 | 15.156 | 12.219 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 1.25B | 9,425% |
| Annual Yield % from dividends | 2.69 | 2.57 | 105% |
| Returns for 1 year | 11.63 | 1.61 | 723% |
| Returns for 3 years | 39.47 | 21.59 | 183% |
| Returns for 5 years | 53.56 | 7.15 | 749% |
| Returns for 10 years | 90.32 | 33.56 | 269% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement