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CIRCX vs MFWBX
CIRCX vs MFWBX Comparison
Open Charts CIRCX vs MFWBX
American Funds Capital Income Bldr 529C
Price$77.29
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
MFS Global Total Return B
Price$18.21
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets1.26B
CIRCX vs MFWBX Comparison Chart in %
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CIRCX vs. MFWBX 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 CIRCX is a Buy and MFWBX is a Buy.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 116B vs. MFWBX (1.26B). CIRCX pays higher dividends than MFWBX: CIRCX (2.25) vs MFWBX (1.40). CIRCX was incepted earlier than MFWBX: CIRCX (23 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: 69.00 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 : 14.86 vs. MFWBX (4.12). CIRCX return over 5 years is better than : 50.30 vs. MFWBX (2.58).
| CIRCX | MFWBX | CIRCX / MFWBX | |
| Total Expense Ratio | 1.37 | 1.84 | 74% |
| Annual Report Gross Expense Ratio | 1.37 | 1.94 | 71% |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | 12.625 | 9.736 | 130% |
| Front Load | N/A | N/A | - |
| 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 | 2.25 | 1.40 | 161% |
| Returns for 1 year | 14.86 | 4.12 | 361% |
| Returns for 3 years | 32.24 | 14.61 | 221% |
| Returns for 5 years | 50.30 | 2.58 | 1,949% |
| Returns for 10 years | 70.43 | 16.00 | 440% |
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