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CIRCX vs MFWBX
CIRCX vs MFWBX Comparison
Open Charts CIRCX vs MFWBX
American Funds Capital Income Bldr 529C
Price$78.74
Change+$0.41 (+0.52%)
VolumeN/A
Net Assets117.62B
MFS Global Total Return B
Price$18.49
Change+$0.03 (+0.16%)
VolumeN/A
Net Assets1.25B
CIRCX vs MFWBX Comparison Chart in %
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CIRCX vs. MFWBX commentary
Sep 08, 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 Buy and MFWBX is a Buy.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 118B vs. MFWBX (1.25B). CIRCX pays higher dividends than MFWBX: CIRCX (2.20) vs MFWBX (1.37). 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 : 11.05 vs. MFWBX (0.78). CIRCX return over 5 years is better than : 49.59 vs. MFWBX (2.44).
| 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 | 14.738 | 11.423 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 1.25B | 9,432% |
| Annual Yield % from dividends | 2.20 | 1.37 | 160% |
| Returns for 1 year | 11.05 | 0.78 | 1,420% |
| Returns for 3 years | 37.27 | 18.18 | 205% |
| Returns for 5 years | 49.59 | 2.44 | 2,035% |
| Returns for 10 years | 80.50 | 21.24 | 379% |
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