Interact to see
Advertisement
Advertisement
CIRAX vs MFWLX
CIRAX vs MFWLX Comparison
Open Charts CIRAX vs MFWLX
American Funds Capital Income Bldr 529A
Price$75.15
Change-$0.54 (-0.71%)
VolumeN/A
Net Assets113.85B
MFS Global Total Return R6
Price$17.21
Change-$0.15 (-0.86%)
VolumeN/A
Net Assets1.23B
CIRAX vs MFWLX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CIRAX vs. MFWLX 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 MFWLX is a Buy.
FUNDAMENTALS
Fundamentals
CIRAX has more cash in the bank: 114B vs. MFWLX (1.23B). CIRAX pays higher dividends than MFWLX: CIRAX (3.02) vs MFWLX (2.26). CIRAX was incepted earlier than MFWLX: CIRAX (23 years) vs MFWLX (13 years). MFWLX (0.85) is less costly to investors than CIRAX (0.62). MFWLX is a more actively managed with annual turnover of: 69.00 vs. CIRAX (56.00). MFWLX has a lower initial minimum investment than CIRAX: MFWLX (0) vs CIRAX (250). CIRAX annual gain was more profitable for investors over the last year : 13.88 vs. MFWLX (2.72). CIRAX return over 5 years is better than : 55.10 vs. MFWLX (8.89).
| CIRAX | MFWLX | CIRAX / MFWLX | |
| Total Expense Ratio | 0.62 | 0.77 | 81% |
| Annual Report Gross Expense Ratio | 0.62 | 0.85 | 73% |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 10.373 | 7.611 | 136% |
| 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 | 2.26 | 134% |
| Returns for 1 year | 13.88 | 2.72 | 510% |
| Returns for 3 years | 34.37 | 16.63 | 207% |
| Returns for 5 years | 55.10 | 8.89 | 620% |
| Returns for 10 years | 76.69 | 23.42 | 328% |