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CIREX vs MFWTX
CIREX vs MFWTX Comparison
Open Charts CIREX vs MFWTX
American Funds Capital Income Bldr 529E
Price$73.90
Change+$0.02 (+0.03%)
VolumeN/A
CapitalizationN/A
MFS Global Total Return A
Price$18.35
Change-$0.02 (-0.11%)
VolumeN/A
CapitalizationN/A
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CIREX vs MFWTX Comparison Chart
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CIREX vs. MFWTX commentary
Oct 18, 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 Buy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 111B vs. MFWTX (1.34B). 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 : 23.22 vs. MFWTX (17.13). CIREX return over 5 years is better than : 39.81 vs. MFWTX (7.20).
| 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 | 13.500 | 8.942 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111B | 1.34B | 8,259% |
| Annual Yield % from dividends | 3.02 | 1.91 | 158% |
| Returns for 1 year | 23.22 | 17.13 | 136% |
| Returns for 3 years | 18.10 | -4.92 | -368% |
| Returns for 5 years | 39.81 | 7.20 | 553% |
| Returns for 10 years | 74.36 | 28.16 | 264% |
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