Interact to see
Advertisement
Advertisement
CIRCX vs MFWJX
CIRCX vs MFWJX Comparison
Open Charts CIRCX vs MFWJX
American Funds Capital Income Bldr 529C
Price$78.87
Change+$0.13 (+0.17%)
VolumeN/A
Net Assets118.23B
MFS Global Total Return R4
Price$18.17
Change+$0.06 (+0.33%)
VolumeN/A
Net Assets1.25B
CIRCX vs MFWJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CIRCX vs. MFWJX 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 MFWJX is a Buy.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 118B vs. MFWJX (1.25B). MFWJX pays higher dividends than CIRCX: MFWJX (2.45) vs CIRCX (2.20). CIRCX was incepted earlier than MFWJX: CIRCX (24 years) vs MFWJX (20 years). CIRCX (1.37) is less costly to investors than MFWJX (0.94). MFWJX is a more actively managed with annual turnover of: 63.00 vs. CIRCX (56.00). MFWJX has a lower initial minimum investment than CIRCX: MFWJX (0) vs CIRCX (250). CIRCX annual gain was more profitable for investors over the last year : 12.33 vs. MFWJX (2.73). CIRCX return over 5 years is better than : 49.66 vs. MFWJX (7.38).
| CIRCX | MFWJX | CIRCX / MFWJX | |
| Total Expense Ratio | 1.37 | 0.84 | 163% |
| Annual Report Gross Expense Ratio | 1.37 | 0.94 | 146% |
| Fund Existence | 24 years | 20 years | - |
| Gain YTD | 14.928 | 12.580 | 119% |
| 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 | 2.45 | 90% |
| Returns for 1 year | 12.33 | 2.73 | 452% |
| Returns for 3 years | 34.37 | 19.35 | 178% |
| Returns for 5 years | 49.66 | 7.38 | 673% |
| Returns for 10 years | 81.57 | 33.43 | 244% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement