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CIRAX vs MFWGX
CIRAX vs MFWGX Comparison
Open Charts CIRAX vs MFWGX
American Funds Capital Income Bldr 529A
Price$75.15
Change-$0.54 (-0.71%)
VolumeN/A
Net Assets113.85B
MFS Global Total Return R1
Price$17.31
Change-$0.15 (-0.86%)
VolumeN/A
Net Assets1.23B
CIRAX vs MFWGX Comparison Chart
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CIRAX vs. MFWGX commentary
Jun 16, 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 CIRAX is a Buy and MFWGX is a Buy.
FUNDAMENTALS
Fundamentals
CIRAX has more cash in the bank: 114B vs. MFWGX (1.23B). CIRAX pays higher dividends than MFWGX: CIRAX (3.02) vs MFWGX (1.19). CIRAX was incepted earlier than MFWGX: CIRAX (23 years) vs MFWGX (20 years). MFWGX (1.94) is less costly to investors than CIRAX (0.62). MFWGX is a more actively managed with annual turnover of: 69.00 vs. CIRAX (56.00). MFWGX has a lower initial minimum investment than CIRAX: MFWGX (0) vs CIRAX (250). CIRAX annual gain was more profitable for investors over the last year : 13.88 vs. MFWGX (1.71). CIRAX return over 5 years is better than : 55.10 vs. MFWGX (3.43).
| CIRAX | MFWGX | CIRAX / MFWGX | |
| Total Expense Ratio | 0.62 | 1.84 | 34% |
| Annual Report Gross Expense Ratio | 0.62 | 1.94 | 32% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 10.373 | 7.119 | 146% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 1.23B | 9,246% |
| Annual Yield % from dividends | 3.02 | 1.19 | 253% |
| Returns for 1 year | 13.88 | 1.71 | 813% |
| Returns for 3 years | 34.37 | 13.01 | 264% |
| Returns for 5 years | 55.10 | 3.43 | 1,606% |
| Returns for 10 years | 76.69 | 11.08 | 692% |
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