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CIRCX vs MFWJX
CIRCX vs MFWJX Comparison
Open Charts CIRCX vs MFWJX
American Funds Capital Income Bldr 529C
Price$77.29
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
MFS Global Total Return R4
Price$17.81
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets1.26B
CIRCX vs MFWJX Comparison Chart in %
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CIRCX vs. MFWJX 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 MFWJX is a Buy.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 116B vs. MFWJX (1.26B). MFWJX pays higher dividends than CIRCX: MFWJX (2.50) vs CIRCX (2.25). CIRCX was incepted earlier than MFWJX: CIRCX (23 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: 69.00 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 : 14.86 vs. MFWJX (5.03). CIRCX return over 5 years is better than : 50.30 vs. MFWJX (4.26).
| CIRCX | MFWJX | CIRCX / MFWJX | |
| Total Expense Ratio | 1.37 | 0.84 | 163% |
| Annual Report Gross Expense Ratio | 1.37 | 0.94 | 146% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 12.625 | 10.349 | 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 | 2.50 | 90% |
| Returns for 1 year | 14.86 | 5.03 | 295% |
| Returns for 3 years | 32.24 | 17.86 | 181% |
| Returns for 5 years | 50.30 | 4.26 | 1,179% |
| Returns for 10 years | 70.43 | 27.38 | 257% |
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