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CIREX vs MFWTX
CIREX vs MFWTX Comparison
Open Charts CIREX vs MFWTX
American Funds Capital Income Bldr 529E
Price$71.13
Change-$1.59 (-2.19%)
VolumeN/A
CapitalizationN/A
MFS Global Total Return A
Price$16.25
Change-$0.27 (-1.63%)
VolumeN/A
CapitalizationN/A
CIREX vs MFWTX Comparison Chart
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CIREX vs. MFWTX commentary
Dec 19, 2024
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 Sell.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 108B vs. MFWTX (1.26B). 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 : 10.12 vs. MFWTX (0.66). CIREX return over 5 years is better than : 30.12 vs. MFWTX (-3.50).
| 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 | 9.275 | -0.996 | -931% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | 1.26B | 8,571% |
| Annual Yield % from dividends | 3.02 | 1.91 | 158% |
| Returns for 1 year | 10.12 | 0.66 | 1,539% |
| Returns for 3 years | 12.79 | -5.60 | -228% |
| Returns for 5 years | 30.12 | -3.50 | -860% |
| Returns for 10 years | 60.88 | 13.67 | 445% |