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CIRCX vs MFWGX
CIRCX vs MFWGX Comparison
Open Charts CIRCX vs MFWGX
American Funds Capital Income Bldr 529C
Price$77.29
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
MFS Global Total Return R1
Price$17.63
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets1.26B
CIRCX vs MFWGX Comparison Chart in %
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CIRCX vs. MFWGX 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 MFWGX is a Buy.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 116B vs. MFWGX (1.26B). CIRCX pays higher dividends than MFWGX: CIRCX (2.25) vs MFWGX (1.57). CIRCX was incepted earlier than MFWGX: CIRCX (23 years) vs MFWGX (20 years). MFWGX (1.94) is less costly to investors than CIRCX (1.37). MFWGX is a more actively managed with annual turnover of: 69.00 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 : 14.86 vs. MFWGX (3.91). CIRCX return over 5 years is better than : 50.30 vs. MFWGX (1.58).
| CIRCX | MFWGX | CIRCX / MFWGX | |
| Total Expense Ratio | 1.37 | 1.84 | 74% |
| Annual Report Gross Expense Ratio | 1.37 | 1.94 | 71% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 12.625 | 9.765 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 1.26B | 9,236% |
| Annual Yield % from dividends | 2.25 | 1.57 | 143% |
| Returns for 1 year | 14.86 | 3.91 | 380% |
| Returns for 3 years | 32.24 | 14.28 | 226% |
| Returns for 5 years | 50.30 | 1.58 | 3,185% |
| Returns for 10 years | 70.43 | 15.13 | 465% |
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