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CIREX vs MFWTX
CIREX vs MFWTX Comparison
Open Charts CIREX vs MFWTX
American Funds Capital Income Bldr 529E
Price$71.10
Change+$0.39 (+0.55%)
VolumeN/A
Net Assets107.94B
MFS Global Total Return A
Price$16.75
Change+$0.06 (+0.36%)
VolumeN/A
Net Assets1.25B
CIREX vs MFWTX Comparison Chart
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CIREX vs. MFWTX commentary
Jan 31, 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: 108B vs. MFWTX (1.25B). CIREX pays higher dividends than MFWTX: CIREX (3.02) vs MFWTX (1.91). CIREX was incepted earlier than MFWTX: CIREX (23 years) vs MFWTX (34 years). CIREX is a more actively managed with annual turnover of: 106.00 vs. MFWTX (69.00). 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 : 11.04 vs. MFWTX (1.09). CIREX return over 5 years is better than : 32.57 vs. MFWTX (-2.30).
| CIREX | MFWTX | CIREX / MFWTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 34 years | - |
| Gain YTD | 3.058 | 2.455 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | 1.25B | 8,675% |
| Annual Yield % from dividends | 3.02 | 1.91 | 158% |
| Returns for 1 year | 11.04 | 1.09 | 1,013% |
| Returns for 3 years | 12.02 | -4.26 | -282% |
| Returns for 5 years | 32.57 | -2.30 | -1,419% |
| Returns for 10 years | 62.07 | 15.12 | 410% |