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CIRAX vs MFWJX
CIRAX vs MFWJX Comparison
Open Charts CIRAX vs MFWJX
American Funds Capital Income Bldr 529A
Price$77.66
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets117.32B
MFS Global Total Return R4
Price$17.90
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets1.25B
CIRAX vs MFWJX Comparison Chart in %
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CIRAX vs. MFWJX commentary
Jul 27, 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 Hold.
FUNDAMENTALS
Fundamentals
CIRAX has more cash in the bank: 117B vs. MFWJX (1.25B). 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: 63.00 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 : 14.95 vs. MFWJX (4.07). CIRAX return over 5 years is better than : 55.84 vs. MFWJX (7.83).
| 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 | 14.060 | 10.907 | 129% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 1.25B | 9,338% |
| Annual Yield % from dividends | 2.97 | 2.50 | 119% |
| Returns for 1 year | 14.95 | 4.07 | 368% |
| Returns for 3 years | 36.21 | 17.21 | 210% |
| Returns for 5 years | 55.84 | 7.83 | 714% |
| Returns for 10 years | 83.96 | 26.71 | 314% |
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