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CIRCX vs MFWLX
CIRCX vs MFWLX Comparison
Open Charts CIRCX vs MFWLX
American Funds Capital Income Bldr 529C
Price$81.11
Change+$0.40 (+0.50%)
VolumeN/A
Net Assets120.93B
MFS Global Total Return R6
Price$18.07
Change+$0.08 (+0.44%)
VolumeN/A
Net Assets1.25B
CIRCX vs MFWLX Comparison Chart in %
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CIRCX vs. MFWLX commentary
Dec 04, 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 Hold and MFWLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 121B vs. MFWLX (1.25B). MFWLX pays higher dividends than CIRCX: MFWLX (2.69) vs CIRCX (2.11). CIRCX was incepted earlier than MFWLX: CIRCX (24 years) vs MFWLX (14 years). CIRCX (1.37) is less costly to investors than MFWLX (0.85). MFWLX is a more actively managed with annual turnover of: 63.00 vs. CIRCX (56.00). MFWLX has a lower initial minimum investment than CIRCX: MFWLX (0) vs CIRCX (250). CIRCX annual gain was more profitable for investors over the last year : 12.76 vs. MFWLX (3.10). CIRCX return over 5 years is better than : 45.32 vs. MFWLX (1.76).
| CIRCX | MFWLX | CIRCX / MFWLX | |
| Total Expense Ratio | 1.37 | 0.77 | 178% |
| Annual Report Gross Expense Ratio | 1.37 | 0.85 | 161% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 18.156 | 14.111 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 1.25B | 9,696% |
| Annual Yield % from dividends | 2.11 | 2.69 | 78% |
| Returns for 1 year | 12.76 | 3.10 | 411% |
| Returns for 3 years | 33.51 | 15.35 | 218% |
| Returns for 5 years | 45.32 | 1.76 | 2,575% |
| Returns for 10 years | 82.83 | 32.39 | 256% |
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