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CIRCX vs MFWLX
CIRCX vs MFWLX Comparison
Open Charts CIRCX vs MFWLX
American Funds Capital Income Bldr 529C
Price$80.32
Change-$0.65 (-0.80%)
VolumeN/A
Net Assets121.54B
MFS Global Total Return R6
Price$17.96
Change-$0.07 (-0.39%)
VolumeN/A
Net Assets1.26B
CIRCX vs MFWLX Comparison Chart in %
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CIRCX vs. MFWLX commentary
Nov 14, 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 MFWLX is a Hold.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 122B vs. MFWLX (1.26B). MFWLX pays higher dividends than CIRCX: MFWLX (2.74) vs CIRCX (2.17). CIRCX was incepted earlier than MFWLX: CIRCX (24 years) vs MFWLX (13 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 : 14.13 vs. MFWLX (4.50). CIRCX return over 5 years is better than : 49.72 vs. MFWLX (4.19).
| 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 | 13 years | - |
| Gain YTD | 18.434 | 14.428 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122B | 1.26B | 9,690% |
| Annual Yield % from dividends | 2.17 | 2.74 | 79% |
| Returns for 1 year | 14.13 | 4.50 | 314% |
| Returns for 3 years | 38.40 | 19.62 | 196% |
| Returns for 5 years | 49.72 | 4.19 | 1,187% |
| Returns for 10 years | 86.14 | 35.00 | 246% |
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