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CIREX vs MFWTX
CIREX vs MFWTX Comparison
Open Charts CIREX vs MFWTX
American Funds Capital Income Bldr 529E
Price$79.56
Change-$0.08 (-0.10%)
VolumeN/A
Net Assets120.2B
MFS Global Total Return A
Price$18.18
Change-$0.06 (-0.33%)
VolumeN/A
Net Assets1.27B
CIREX vs MFWTX Comparison Chart in %
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CIREX vs. MFWTX commentary
Oct 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 120B vs. MFWTX (1.27B). CIREX pays higher dividends than MFWTX: CIREX (2.67) vs MFWTX (2.37). 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 : 12.08 vs. MFWTX (2.65). CIREX return over 5 years is better than : 55.54 vs. MFWTX (6.34).
| 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 | 17.240 | 13.681 | 126% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 1.27B | 9,471% |
| Annual Yield % from dividends | 2.67 | 2.37 | 113% |
| Returns for 1 year | 12.08 | 2.65 | 455% |
| Returns for 3 years | 50.29 | 27.88 | 180% |
| Returns for 5 years | 55.54 | 6.34 | 876% |
| Returns for 10 years | 88.80 | 29.10 | 305% |
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