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CIREX vs MFWLX
CIREX vs MFWLX Comparison
Open Charts CIREX vs MFWLX
American Funds Capital Income Bldr 529E
Price$72.63
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets109.59B
MFS Global Total Return R6
Price$16.77
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets1.21B
CIREX vs MFWLX Comparison Chart
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CIREX vs. MFWLX commentary
May 10, 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 Buy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 110B vs. MFWLX (1.21B). CIREX pays higher dividends than MFWLX: CIREX (2.89) vs MFWLX (2.31). 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 : 9.97 vs. MFWLX (-0.55). CIREX return over 5 years is better than : 52.51 vs. MFWLX (10.32).
| 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 | 5.888 | 4.610 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 1.21B | 9,068% |
| Annual Yield % from dividends | 2.89 | 2.31 | 125% |
| Returns for 1 year | 9.97 | -0.55 | -1,823% |
| Returns for 3 years | 24.06 | 8.82 | 273% |
| Returns for 5 years | 52.51 | 10.32 | 509% |
| Returns for 10 years | 62.92 | 18.54 | 339% |
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