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CIRCX vs MFWCX
CIRCX vs MFWCX Comparison
Open Charts CIRCX vs MFWCX
American Funds Capital Income Bldr 529C
Price$75.49
Change-$0.55 (-0.72%)
VolumeN/A
Net Assets113.85B
MFS Global Total Return C
Price$17.48
Change-$0.16 (-0.91%)
VolumeN/A
Net Assets1.23B
CIRCX vs MFWCX Comparison Chart
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CIRCX vs. MFWCX commentary
Jun 16, 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 MFWCX is a Buy.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 114B vs. MFWCX (1.23B). CIRCX pays higher dividends than MFWCX: CIRCX (2.29) vs MFWCX (1.11). CIRCX was incepted earlier than MFWCX: CIRCX (23 years) vs MFWCX (31 years). MFWCX (1.94) is less costly to investors than CIRCX (1.37). MFWCX is a more actively managed with annual turnover of: 69.00 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 : 13.05 vs. MFWCX (1.73). CIRCX return over 5 years is better than : 49.37 vs. MFWCX (3.56).
| CIRCX | MFWCX | CIRCX / MFWCX | |
| Total Expense Ratio | 1.37 | 1.84 | 74% |
| Annual Report Gross Expense Ratio | 1.37 | 1.94 | 71% |
| Fund Existence | 23 years | 31 years | - |
| Gain YTD | 10.002 | 7.094 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 1.23B | 9,246% |
| Annual Yield % from dividends | 2.29 | 1.11 | 207% |
| Returns for 1 year | 13.05 | 1.73 | 755% |
| Returns for 3 years | 31.35 | 13.12 | 239% |
| Returns for 5 years | 49.37 | 3.56 | 1,387% |
| Returns for 10 years | 63.86 | 11.32 | 564% |
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