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CIRCX vs MFWLX
CIRCX vs MFWLX Comparison
Open Charts CIRCX vs MFWLX
American Funds Capital Income Bldr 529C
Price$77.29
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
MFS Global Total Return R6
Price$17.50
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets1.26B
CIRCX vs MFWLX Comparison Chart in %
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CIRCX vs. MFWLX 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 MFWLX is a Buy.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 116B vs. MFWLX (1.26B). 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: 69.00 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 : 14.86 vs. MFWLX (5.03). CIRCX return over 5 years is better than : 50.30 vs. MFWLX (10.44).
| 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 | 12.625 | 10.389 | 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 | 2.63 | 86% |
| Returns for 1 year | 14.86 | 5.03 | 295% |
| Returns for 3 years | 32.24 | 18.01 | 179% |
| Returns for 5 years | 50.30 | 10.44 | 482% |
| Returns for 10 years | 70.43 | 27.92 | 252% |
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