Interact to see
Advertisement
Advertisement
CIRCX vs MFWIX
CIRCX vs MFWIX Comparison
Open Charts CIRCX vs MFWIX
American Funds Capital Income Bldr 529C
Price$77.29
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
MFS Global Total Return I
Price$17.50
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets1.26B
CIRCX vs MFWIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CIRCX vs. MFWIX 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 MFWIX is a Buy.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 116B vs. MFWIX (1.26B). 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: 69.00 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 : 14.86 vs. MFWIX (4.93). CIRCX return over 5 years is better than : 50.30 vs. MFWIX (3.79).
| 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 | 12.625 | 10.342 | 122% |
| 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 | 2.54 | 89% |
| Returns for 1 year | 14.86 | 4.93 | 301% |
| Returns for 3 years | 32.24 | 17.69 | 182% |
| Returns for 5 years | 50.30 | 3.79 | 1,327% |
| Returns for 10 years | 70.43 | 26.79 | 263% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement