Interact to see
Advertisement
Advertisement
CIRCX vs MFWIX
CIRCX vs MFWIX Comparison
Open Charts CIRCX vs MFWIX
American Funds Capital Income Bldr 529C
Price$77.33
Change-$0.61 (-0.78%)
VolumeN/A
Net Assets117.32B
MFS Global Total Return I
Price$17.45
Change-$0.13 (-0.74%)
VolumeN/A
Net Assets1.25B
CIRCX vs MFWIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CIRCX vs. MFWIX commentary
Jul 29, 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 MFWIX is a Hold.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 117B vs. MFWIX (1.25B). MFWIX pays higher dividends than CIRCX: MFWIX (2.54) vs CIRCX (2.25). CIRCX was incepted earlier than MFWIX: CIRCX (23 years) vs MFWIX (29 years). CIRCX (1.37) is less costly to investors than MFWIX (0.94). MFWIX is a more actively managed with annual turnover of: 63.00 vs. CIRCX (56.00). MFWIX has a lower initial minimum investment than CIRCX: MFWIX (0) vs CIRCX (250). CIRCX annual gain was more profitable for investors over the last year : 14.08 vs. MFWIX (3.96). CIRCX return over 5 years is better than : 50.09 vs. MFWIX (7.35).
| CIRCX | MFWIX | CIRCX / MFWIX | |
| Total Expense Ratio | 1.37 | 0.84 | 163% |
| Annual Report Gross Expense Ratio | 1.37 | 0.94 | 146% |
| Fund Existence | 23 years | 29 years | - |
| Gain YTD | 13.572 | 10.847 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 1.25B | 9,338% |
| Annual Yield % from dividends | 2.25 | 2.54 | 89% |
| Returns for 1 year | 14.08 | 3.96 | 356% |
| Returns for 3 years | 33.16 | 16.97 | 195% |
| Returns for 5 years | 50.09 | 7.35 | 681% |
| Returns for 10 years | 70.61 | 26.05 | 271% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement