Interact to see
Advertisement
Advertisement
CIRCX vs MFWBX
CIRCX vs MFWBX Comparison
Open Charts CIRCX vs MFWBX
American Funds Capital Income Bldr 529C
Price$81.11
Change+$0.40 (+0.50%)
VolumeN/A
Net Assets120.93B
MFS Global Total Return B
Price$18.79
Change+$0.08 (+0.43%)
VolumeN/A
Net Assets1.25B
CIRCX vs MFWBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CIRCX vs. MFWBX commentary
Dec 05, 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 CIRCX is a Hold and MFWBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 121B vs. MFWBX (1.25B). CIRCX pays higher dividends than MFWBX: CIRCX (2.11) vs MFWBX (1.50). 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 (56.00). 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 : 13.36 vs. MFWBX (2.80). CIRCX return over 5 years is better than : 44.85 vs. MFWBX (-2.80).
| 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 | 18.639 | 13.546 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 1.25B | 9,657% |
| Annual Yield % from dividends | 2.11 | 1.50 | 141% |
| Returns for 1 year | 13.36 | 2.80 | 478% |
| Returns for 3 years | 34.05 | 12.66 | 269% |
| Returns for 5 years | 44.85 | -2.80 | -1,603% |
| Returns for 10 years | 83.58 | 20.74 | 403% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement