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CIRCX vs MFWLX
CIRCX vs MFWLX Comparison
Open Charts CIRCX vs MFWLX
American Funds Capital Income Bldr 529C
Price$77.94
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets117.32B
MFS Global Total Return R6
Price$17.59
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets1.25B
CIRCX vs MFWLX Comparison Chart in %
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CIRCX vs. MFWLX commentary
Jul 28, 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: 117B vs. MFWLX (1.25B). MFWLX pays higher dividends than CIRCX: MFWLX (2.63) vs CIRCX (2.25). CIRCX was incepted earlier than MFWLX: CIRCX (23 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 : 14.08 vs. MFWLX (4.11). CIRCX return over 5 years is better than : 50.09 vs. MFWLX (7.90).
| CIRCX | MFWLX | CIRCX / MFWLX | |
| Total Expense Ratio | 1.37 | 0.77 | 178% |
| Annual Report Gross Expense Ratio | 1.37 | 0.85 | 161% |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 13.572 | 10.957 | 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 | 2.63 | 86% |
| Returns for 1 year | 14.08 | 4.11 | 343% |
| Returns for 3 years | 33.16 | 17.35 | 191% |
| Returns for 5 years | 50.09 | 7.90 | 634% |
| Returns for 10 years | 70.61 | 27.25 | 259% |
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