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CIREX vs MFWTX
CIREX vs MFWTX Comparison
Open Charts CIREX vs MFWTX
American Funds Capital Income Bldr 529E
Price$78.33
Change-$0.12 (-0.15%)
VolumeN/A
Net Assets117.97B
MFS Global Total Return A
Price$18.06
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets1.26B
CIREX vs MFWTX Comparison Chart in %
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CIREX vs. MFWTX commentary
Sep 01, 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 MFWTX is a Buy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 118B vs. MFWTX (1.26B). CIREX pays higher dividends than MFWTX: CIREX (2.69) vs MFWTX (2.22). CIREX was incepted earlier than MFWTX: CIREX (24 years) vs MFWTX (35 years). MFWTX (1.19) is less costly to investors than CIREX (0.85). MFWTX is a more actively managed with annual turnover of: 63.00 vs. CIREX (56.00). CIREX has a lower initial minimum investment than MFWTX: CIREX (250) vs MFWTX (1000). CIREX annual gain was more profitable for investors over the last year : 10.69 vs. MFWTX (1.07). CIREX return over 5 years is better than : 51.93 vs. MFWTX (4.79).
| CIREX | MFWTX | CIREX / MFWTX | |
| Total Expense Ratio | 0.85 | 1.09 | 78% |
| Annual Report Gross Expense Ratio | 0.85 | 1.19 | 71% |
| Fund Existence | 24 years | 35 years | - |
| Gain YTD | 14.834 | 11.977 | 124% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 1.26B | 9,365% |
| Annual Yield % from dividends | 2.69 | 2.22 | 121% |
| Returns for 1 year | 10.69 | 1.07 | 995% |
| Returns for 3 years | 37.06 | 18.34 | 202% |
| Returns for 5 years | 51.93 | 4.79 | 1,083% |
| Returns for 10 years | 93.35 | 31.27 | 299% |
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