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CIREX vs MGBRX
CIREX vs MGBRX Comparison
Open Charts CIREX vs MGBRX
American Funds Capital Income Bldr 529E
Price$77.03
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
MFS Global Total Return R2
Price$17.48
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets1.26B
CIREX vs MGBRX Comparison Chart in %
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CIREX vs. MGBRX commentary
Jul 07, 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 MGBRX is a Buy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 116B vs. MGBRX (1.26B). CIREX pays higher dividends than MGBRX: CIREX (2.75) vs MGBRX (2.05). CIREX was incepted earlier than MGBRX: CIREX (23 years) vs MGBRX (22 years). MGBRX (1.44) is less costly to investors than CIREX (0.85). MGBRX is a more actively managed with annual turnover of: 69.00 vs. CIREX (56.00). MGBRX has a lower initial minimum investment than CIREX: MGBRX (0) vs CIREX (250). CIREX annual gain was more profitable for investors over the last year : 15.44 vs. MGBRX (4.40). CIREX return over 5 years is better than : 54.30 vs. MGBRX (2.60).
| CIREX | MGBRX | CIREX / MGBRX | |
| Total Expense Ratio | 0.85 | 1.34 | 63% |
| Annual Report Gross Expense Ratio | 0.85 | 1.44 | 59% |
| Fund Existence | 23 years | 22 years | - |
| Gain YTD | 12.928 | 10.018 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 1.26B | 9,236% |
| Annual Yield % from dividends | 2.75 | 2.05 | 134% |
| Returns for 1 year | 15.44 | 4.40 | 351% |
| Returns for 3 years | 34.36 | 15.88 | 216% |
| Returns for 5 years | 54.30 | 2.60 | 2,092% |
| Returns for 10 years | 79.69 | 20.64 | 386% |
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