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CIRAX vs MFWTX
CIRAX vs MFWTX Comparison
Open Charts CIRAX vs MFWTX
American Funds Capital Income Bldr 529A
Price$76.98
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
MFS Global Total Return A
Price$17.78
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets1.26B
CIRAX vs MFWTX Comparison Chart in %
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CIRAX vs. MFWTX 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 MFWTX is a Buy.
FUNDAMENTALS
Fundamentals
CIRAX has more cash in the bank: 116B vs. MFWTX (1.26B). CIRAX pays higher dividends than MFWTX: CIRAX (2.97) vs MFWTX (2.27). CIRAX was incepted earlier than MFWTX: CIRAX (23 years) vs MFWTX (35 years). MFWTX (1.19) is less costly to investors than CIRAX (0.62). MFWTX is a more actively managed with annual turnover of: 69.00 vs. CIRAX (56.00). MFWTX initial investment is less costly to investors than CIRAX (4%) vs CIRAX (4%). CIRAX has a lower initial minimum investment than MFWTX: CIRAX (250) vs MFWTX (1000). CIRAX annual gain was more profitable for investors over the last year : 15.72 vs. MFWTX (4.77). CIRAX return over 5 years is better than : 56.07 vs. MFWTX (8.92).
| CIRAX | MFWTX | CIRAX / MFWTX | |
| Total Expense Ratio | 0.62 | 1.09 | 57% |
| Annual Report Gross Expense Ratio | 0.62 | 1.19 | 52% |
| Fund Existence | 23 years | 35 years | - |
| Gain YTD | 13.061 | 10.241 | 128% |
| Front Load | 4% | 6% | 61% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 1.26B | 9,236% |
| Annual Yield % from dividends | 2.97 | 2.27 | 131% |
| Returns for 1 year | 15.72 | 4.77 | 329% |
| Returns for 3 years | 35.30 | 17.02 | 207% |
| Returns for 5 years | 56.07 | 8.92 | 629% |
| Returns for 10 years | 83.78 | 24.21 | 346% |
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