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CIREX vs MGBRX
CIREX vs MGBRX Comparison
Open Charts CIREX vs MGBRX
American Funds Capital Income Bldr 529E
Price$73.78
Change-$0.05 (-0.07%)
VolumeN/A
Net Assets111.46B
MFS Global Total Return R2
Price$16.88
Change-$0.04 (-0.24%)
VolumeN/A
Net Assets1.23B
CIREX vs MGBRX Comparison Chart
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CIREX vs. MGBRX commentary
May 23, 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 Hold.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 111B vs. MGBRX (1.23B). CIREX pays higher dividends than MGBRX: CIREX (2.89) vs MGBRX (1.72). 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 : 10.50 vs. MGBRX (-0.42). CIREX return over 5 years is better than : 55.40 vs. MGBRX (8.43).
| 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 | 7.565 | 5.728 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111B | 1.23B | 9,061% |
| Annual Yield % from dividends | 2.89 | 1.72 | 168% |
| Returns for 1 year | 10.50 | -0.42 | -2,509% |
| Returns for 3 years | 23.57 | 6.49 | 363% |
| Returns for 5 years | 55.40 | 8.43 | 657% |
| Returns for 10 years | 64.32 | 12.76 | 504% |
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