Interact to see
Advertisement
Advertisement
CIREX vs MFWTX
CIREX vs MFWTX Comparison
Open Charts CIREX vs MFWTX
American Funds Capital Income Bldr 529E
Price$79.00
Change-$0.19 (-0.24%)
VolumeN/A
Net Assets119.1B
MFS Global Total Return A
Price$17.91
Change-$0.07 (-0.39%)
VolumeN/A
Net Assets1.23B
CIREX vs MFWTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CIREX vs. MFWTX commentary
Nov 20, 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 Hold and MFWTX is a Hold.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 119B vs. MFWTX (1.24B). CIREX pays higher dividends than MFWTX: CIREX (2.67) vs MFWTX (2.39). 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 : 12.77 vs. MFWTX (2.77). CIREX return over 5 years is better than : 49.39 vs. MFWTX (0.49).
| 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 | 16.415 | 12.061 | 136% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 1.24B | 9,636% |
| Annual Yield % from dividends | 2.67 | 2.39 | 112% |
| Returns for 1 year | 12.77 | 2.77 | 461% |
| Returns for 3 years | 37.25 | 16.18 | 230% |
| Returns for 5 years | 49.39 | 0.49 | 10,165% |
| Returns for 10 years | 87.66 | 26.48 | 331% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement