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CIRCX vs MFWJX
CIRCX vs MFWJX Comparison
Open Charts CIRCX vs MFWJX
American Funds Capital Income Bldr 529C
Price$77.94
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets117.32B
MFS Global Total Return R4
Price$17.90
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets1.25B
CIRCX vs MFWJX Comparison Chart in %
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CIRCX vs. MFWJX commentary
Jul 27, 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 Hold.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 117B vs. MFWJX (1.25B). 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: 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 : 14.08 vs. MFWJX (4.07). CIRCX return over 5 years is better than : 50.09 vs. MFWJX (7.83).
| 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 | 13.572 | 10.907 | 124% |
| 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 | 2.50 | 90% |
| Returns for 1 year | 14.08 | 4.07 | 346% |
| Returns for 3 years | 33.16 | 17.21 | 193% |
| Returns for 5 years | 50.09 | 7.83 | 640% |
| Returns for 10 years | 70.61 | 26.71 | 264% |
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