Interact to see
Advertisement
Advertisement
CIREX vs MFWTX
CIREX vs MFWTX Comparison
Open Charts CIREX vs MFWTX
American Funds Capital Income Bldr 529E
Price$75.27
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets113.5B
MFS Global Total Return A
Price$17.44
Change+$0.05 (+0.29%)
VolumeN/A
Net Assets1.23B
CIREX vs MFWTX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CIREX vs. MFWTX commentary
Jun 07, 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 MFWTX is a Hold.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 113B vs. MFWTX (1.23B). CIREX pays higher dividends than MFWTX: CIREX (2.80) vs MFWTX (1.90). CIREX was incepted earlier than MFWTX: CIREX (23 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: 69.00 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 : 12.76 vs. MFWTX (1.05). CIREX return over 5 years is better than : 47.66 vs. MFWTX (3.72).
| CIREX | MFWTX | CIREX / MFWTX | |
| Total Expense Ratio | 0.85 | 1.09 | 78% |
| Annual Report Gross Expense Ratio | 0.85 | 1.19 | 71% |
| Fund Existence | 23 years | 35 years | - |
| Gain YTD | 9.737 | 6.986 | 139% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113B | 1.23B | 9,172% |
| Annual Yield % from dividends | 2.80 | 1.90 | 147% |
| Returns for 1 year | 12.76 | 1.05 | 1,210% |
| Returns for 3 years | 22.91 | 7.25 | 316% |
| Returns for 5 years | 47.66 | 3.72 | 1,281% |
| Returns for 10 years | 72.92 | 19.89 | 367% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement