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CIRCX vs MFWCX
CIRCX vs MFWCX Comparison
Open Charts CIRCX vs MFWCX
American Funds Capital Income Bldr 529C
Price$79.05
Change+$0.43 (+0.55%)
VolumeN/A
Net Assets118.3B
MFS Global Total Return C
Price$18.06
Change+$0.11 (+0.61%)
VolumeN/A
Net Assets1.25B
CIRCX vs MFWCX Comparison Chart in %
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CIRCX vs. MFWCX commentary
Sep 27, 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 MFWCX is a Hold.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 118B vs. MFWCX (1.25B). CIRCX pays higher dividends than MFWCX: CIRCX (2.20) vs MFWCX (1.48). CIRCX was incepted earlier than MFWCX: CIRCX (24 years) vs MFWCX (32 years). MFWCX (1.94) is less costly to investors than CIRCX (1.37). MFWCX is a more actively managed with annual turnover of: 63.00 vs. CIRCX (56.00). CIRCX has a lower initial minimum investment than MFWCX: CIRCX (250) vs MFWCX (1000). CIRCX annual gain was more profitable for investors over the last year : 8.78 vs. MFWCX (-0.68). CIRCX return over 5 years is better than : 53.71 vs. MFWCX (4.18).
| CIRCX | MFWCX | CIRCX / MFWCX | |
| 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 | 14.997 | 11.654 | 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 | 9,417% |
| Annual Yield % from dividends | 2.20 | 1.48 | 149% |
| Returns for 1 year | 8.78 | -0.68 | -1,283% |
| Returns for 3 years | 46.33 | 25.14 | 184% |
| Returns for 5 years | 53.71 | 4.18 | 1,286% |
| Returns for 10 years | 86.98 | 23.49 | 370% |
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