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CIRCX vs MFWBX
CIRCX vs MFWBX Comparison
Open Charts CIRCX vs MFWBX
American Funds Capital Income Bldr 529C
Price$79.92
Change+$0.37 (+0.47%)
VolumeN/A
Net Assets120.79B
MFS Global Total Return B
Price$18.50
Change-$0.05 (-0.27%)
VolumeN/A
Net Assets1.27B
CIRCX vs MFWBX Comparison Chart in %
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CIRCX vs. MFWBX commentary
Feb 05, 2026
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 CIRCX is a Buy and MFWBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 121B vs. MFWBX (1.27B). CIRCX pays higher dividends than MFWBX: CIRCX (2.06) vs MFWBX (1.93). CIRCX was incepted earlier than MFWBX: CIRCX (24 years) vs MFWBX (32 years). MFWBX (1.94) is less costly to investors than CIRCX (1.37). MFWBX is a more actively managed with annual turnover of: 63.00 vs. CIRCX (50.00). CIRCX has a lower initial minimum investment than MFWBX: CIRCX (250) vs MFWBX (1000). CIRCX annual gain was more profitable for investors over the last year : 15.29 vs. MFWBX (11.11). CIRCX return over 5 years is better than : 41.07 vs. MFWBX (0.21).
| CIRCX | MFWBX | CIRCX / MFWBX | |
| Total Expense Ratio | 1.37 | 1.84 | 74% |
| Annual Report Gross Expense Ratio | 1.37 | 1.94 | 71% |
| Fund Existence | 24 years | 32 years | - |
| Gain YTD | 3.496 | 3.874 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 1.27B | 9,535% |
| Annual Yield % from dividends | 2.06 | 1.93 | 107% |
| Returns for 1 year | 15.29 | 11.11 | 138% |
| Returns for 3 years | 32.06 | 12.95 | 248% |
| Returns for 5 years | 41.07 | 0.21 | 19,885% |
| Returns for 10 years | 89.70 | 29.59 | 303% |
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