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CIRCX vs MFWGX
CIRCX vs MFWGX Comparison
Open Charts CIRCX vs MFWGX
American Funds Capital Income Bldr 529C
Price$81.73
Change+$0.29 (+0.36%)
VolumeN/A
Net Assets120.93B
MFS Global Total Return R1
Price$17.15
Change-$1.08 (-5.92%)
VolumeN/A
Net Assets1.26B
CIRCX vs MFWGX Comparison Chart in %
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CIRCX vs. MFWGX commentary
Dec 13, 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 MFWGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 121B vs. MFWGX (1.26B). CIRCX pays higher dividends than MFWGX: CIRCX (2.11) vs MFWGX (1.71). CIRCX was incepted earlier than MFWGX: CIRCX (24 years) vs MFWGX (21 years). MFWGX (1.94) is less costly to investors than CIRCX (1.37). MFWGX is a more actively managed with annual turnover of: 63.00 vs. CIRCX (56.00). MFWGX has a lower initial minimum investment than CIRCX: MFWGX (0) vs CIRCX (250). CIRCX annual gain was more profitable for investors over the last year : 14.90 vs. MFWGX (3.93). CIRCX return over 5 years is better than : 46.37 vs. MFWGX (-2.80).
| CIRCX | MFWGX | CIRCX / MFWGX | |
| Total Expense Ratio | 1.37 | 1.84 | 74% |
| Annual Report Gross Expense Ratio | 1.37 | 1.94 | 71% |
| Fund Existence | 24 years | 21 years | - |
| Gain YTD | 19.546 | 13.890 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 1.26B | 9,634% |
| Annual Yield % from dividends | 2.11 | 1.71 | 124% |
| Returns for 1 year | 14.90 | 3.93 | 379% |
| Returns for 3 years | 36.20 | 13.99 | 259% |
| Returns for 5 years | 46.37 | -2.80 | -1,658% |
| Returns for 10 years | 90.47 | 27.47 | 329% |
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