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CIRAX vs MFWGX
CIRAX vs MFWGX Comparison
Open Charts CIRAX vs MFWGX
American Funds Capital Income Bldr 529A
Price$76.98
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
MFS Global Total Return R1
Price$17.63
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets1.26B
CIRAX vs MFWGX Comparison Chart in %
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CIRAX vs. MFWGX 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 CIRAX is a Buy and MFWGX is a Buy.
FUNDAMENTALS
Fundamentals
CIRAX has more cash in the bank: 116B vs. MFWGX (1.26B). CIRAX pays higher dividends than MFWGX: CIRAX (2.97) vs MFWGX (1.57). 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 : 15.72 vs. MFWGX (3.91). CIRAX return over 5 years is better than : 56.07 vs. MFWGX (1.58).
| 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 | 13.061 | 9.765 | 134% |
| Front Load | 4% | 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 | 2.97 | 1.57 | 189% |
| Returns for 1 year | 15.72 | 3.91 | 402% |
| Returns for 3 years | 35.30 | 14.28 | 247% |
| Returns for 5 years | 56.07 | 1.58 | 3,551% |
| Returns for 10 years | 83.78 | 15.13 | 554% |
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