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CIRAX vs MFWTX
CIRAX vs MFWTX Comparison
Open Charts CIRAX vs MFWTX
American Funds Capital Income Bldr 529A
Price$75.15
Change-$0.54 (-0.71%)
VolumeN/A
Net Assets113.85B
MFS Global Total Return A
Price$17.48
Change-$0.15 (-0.85%)
VolumeN/A
Net Assets1.23B
CIRAX vs MFWTX Comparison Chart
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CIRAX vs. MFWTX commentary
Jun 15, 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: 114B vs. MFWTX (1.23B). CIRAX pays higher dividends than MFWTX: CIRAX (3.02) vs MFWTX (1.90). 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 : 13.88 vs. MFWTX (2.51). CIRAX return over 5 years is better than : 55.10 vs. MFWTX (7.42).
| 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 | 10.373 | 7.539 | 138% |
| Front Load | 4% | 6% | 61% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 1.23B | 9,246% |
| Annual Yield % from dividends | 3.02 | 1.90 | 159% |
| Returns for 1 year | 13.88 | 2.51 | 552% |
| Returns for 3 years | 34.37 | 15.67 | 219% |
| Returns for 5 years | 55.10 | 7.42 | 742% |
| Returns for 10 years | 76.69 | 19.85 | 386% |
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