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CIRAX vs MFWJX
CIRAX vs MFWJX Comparison
Open Charts CIRAX vs MFWJX
American Funds Capital Income Bldr 529A
Price$76.98
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
MFS Global Total Return R4
Price$17.81
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets1.26B
CIRAX vs MFWJX Comparison Chart in %
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CIRAX vs. MFWJX 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 MFWJX is a Buy.
FUNDAMENTALS
Fundamentals
CIRAX has more cash in the bank: 116B vs. MFWJX (1.26B). CIRAX pays higher dividends than MFWJX: CIRAX (2.97) vs MFWJX (2.50). CIRAX was incepted earlier than MFWJX: CIRAX (23 years) vs MFWJX (20 years). MFWJX (0.94) is less costly to investors than CIRAX (0.62). MFWJX is a more actively managed with annual turnover of: 69.00 vs. CIRAX (56.00). MFWJX has a lower initial minimum investment than CIRAX: MFWJX (0) vs CIRAX (250). CIRAX annual gain was more profitable for investors over the last year : 15.72 vs. MFWJX (5.03). CIRAX return over 5 years is better than : 56.07 vs. MFWJX (4.26).
| CIRAX | MFWJX | CIRAX / MFWJX | |
| Total Expense Ratio | 0.62 | 0.84 | 74% |
| Annual Report Gross Expense Ratio | 0.62 | 0.94 | 66% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 13.061 | 10.349 | 126% |
| 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 | 2.50 | 119% |
| Returns for 1 year | 15.72 | 5.03 | 313% |
| Returns for 3 years | 35.30 | 17.86 | 198% |
| Returns for 5 years | 56.07 | 4.26 | 1,315% |
| Returns for 10 years | 83.78 | 27.38 | 306% |
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