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CIREX vs MFWTX
CIREX vs MFWTX Comparison
Open Charts CIREX vs MFWTX
American Funds Capital Income Bldr 529E
Price$69.12
Change+$0.97 (+1.42%)
VolumeN/A
Net Assets103.34B
MFS Global Total Return A
Price$16.31
Change+$0.20 (+1.24%)
VolumeN/A
Net Assets1.16B
CIREX vs MFWTX Comparison Chart
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CIREX vs. MFWTX commentary
Apr 12, 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: 103B vs. MFWTX (1.16B). CIREX pays higher dividends than MFWTX: CIREX (2.90) vs MFWTX (1.95). CIREX was incepted earlier than MFWTX: CIREX (23 years) vs MFWTX (35 years). MFWTX (1.21) is less costly to investors than CIREX (0.85). 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 : 6.38 vs. MFWTX (-4.31). CIREX return over 5 years is better than : 46.09 vs. MFWTX (4.83).
| CIREX | MFWTX | CIREX / MFWTX | |
| Total Expense Ratio | 0.85 | 1.11 | 77% |
| Annual Report Gross Expense Ratio | 0.85 | 1.21 | 70% |
| Fund Existence | 23 years | 35 years | - |
| Gain YTD | 0.771 | -0.889 | -87% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103B | 1.16B | 8,849% |
| Annual Yield % from dividends | 2.90 | 1.95 | 149% |
| Returns for 1 year | 6.38 | -4.31 | -148% |
| Returns for 3 years | 11.38 | -3.06 | -372% |
| Returns for 5 years | 46.09 | 4.83 | 954% |
| Returns for 10 years | 55.61 | 8.95 | 621% |
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