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CIREX vs MFWTX
CIREX vs MFWTX Comparison
Open Charts CIREX vs MFWTX
American Funds Capital Income Bldr 529E
Price$77.01
Change+$0.17 (+0.22%)
VolumeN/A
Net Assets116.05B
MFS Global Total Return A
Price$17.70
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets1.24B
CIREX vs MFWTX Comparison Chart in %
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CIREX vs. MFWTX commentary
Aug 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: 116B vs. MFWTX (1.24B). CIREX pays higher dividends than MFWTX: CIREX (2.76) vs MFWTX (2.28). 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: 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 : 14.84 vs. MFWTX (3.71). CIREX return over 5 years is better than : 51.14 vs. MFWTX (4.04).
| 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 | 12.899 | 9.559 | 135% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 1.24B | 9,370% |
| Annual Yield % from dividends | 2.76 | 2.28 | 121% |
| Returns for 1 year | 14.84 | 3.71 | 400% |
| Returns for 3 years | 32.08 | 12.90 | 249% |
| Returns for 5 years | 51.14 | 4.04 | 1,265% |
| Returns for 10 years | 78.10 | 22.03 | 354% |
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