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CIREX vs MFWLX
CIREX vs MFWLX Comparison
Open Charts CIREX vs MFWLX
American Funds Capital Income Bldr 529E
Price$77.20
Change+$0.16 (+0.21%)
VolumeN/A
Net Assets116.39B
MFS Global Total Return R6
Price$17.52
Change+$0.11 (+0.63%)
VolumeN/A
Net Assets1.24B
CIREX vs MFWLX Comparison Chart in %
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CIREX vs. MFWLX commentary
Jul 23, 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: 116B vs. MFWLX (1.24B). CIREX (2.75) and MFWLX (2.63) 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 : 13.68 vs. MFWLX (2.81). CIREX return over 5 years is better than : 51.40 vs. MFWLX (6.38).
| 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 | 12.943 | 9.822 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 1.24B | 9,325% |
| Annual Yield % from dividends | 2.75 | 2.63 | 105% |
| Returns for 1 year | 13.68 | 2.81 | 487% |
| Returns for 3 years | 34.32 | 16.15 | 212% |
| Returns for 5 years | 51.40 | 6.38 | 805% |
| Returns for 10 years | 79.50 | 26.41 | 301% |
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