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CIRCX vs MFWIX
CIRCX vs MFWIX Comparison
Open Charts CIRCX vs MFWIX
American Funds Capital Income Bldr 529C
Price$78.74
Change+$0.41 (+0.52%)
VolumeN/A
Net Assets118.23B
MFS Global Total Return I
Price$17.79
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets1.25B
CIRCX vs MFWIX Comparison Chart in %
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CIRCX vs. MFWIX commentary
Sep 09, 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 Buy.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 118B vs. MFWIX (1.25B). MFWIX pays higher dividends than CIRCX: MFWIX (2.49) vs CIRCX (2.20). CIRCX was incepted earlier than MFWIX: CIRCX (24 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 : 11.05 vs. MFWIX (1.52). CIRCX return over 5 years is better than : 49.59 vs. MFWIX (6.73).
| CIRCX | MFWIX | CIRCX / MFWIX | |
| Total Expense Ratio | 1.37 | 0.84 | 163% |
| Annual Report Gross Expense Ratio | 1.37 | 0.94 | 146% |
| Fund Existence | 24 years | 29 years | - |
| Gain YTD | 14.738 | 12.171 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 1.25B | 9,425% |
| Annual Yield % from dividends | 2.20 | 2.49 | 88% |
| Returns for 1 year | 11.05 | 1.52 | 728% |
| Returns for 3 years | 37.27 | 21.34 | 175% |
| Returns for 5 years | 49.59 | 6.73 | 737% |
| Returns for 10 years | 80.50 | 32.38 | 249% |
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