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CIREX vs MFWLX
CIREX vs MFWLX Comparison
Open Charts CIREX vs MFWLX
American Funds Capital Income Bldr 529E
Price$77.82
Change+$0.51 (+0.66%)
VolumeN/A
Net Assets116.68B
MFS Global Total Return R6
Price$17.52
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets1.25B
CIREX vs MFWLX Comparison Chart in %
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CIREX vs. MFWLX commentary
Aug 13, 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: 117B vs. MFWLX (1.25B). CIREX (2.76) and MFWLX (2.64) have matching dividends . 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: 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 : 14.51 vs. MFWLX (3.69). CIREX return over 5 years is better than : 51.60 vs. MFWLX (5.18).
| 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 | 14.086 | 10.642 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 1.25B | 9,390% |
| Annual Yield % from dividends | 2.76 | 2.64 | 104% |
| Returns for 1 year | 14.51 | 3.69 | 393% |
| Returns for 3 years | 30.65 | 12.36 | 248% |
| Returns for 5 years | 51.60 | 5.18 | 995% |
| Returns for 10 years | 79.63 | 26.82 | 297% |
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