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CIRCX vs MFWLX
CIRCX vs MFWLX Comparison
Open Charts CIRCX vs MFWLX
American Funds Capital Income Bldr 529C
Price$78.18
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets117.5B
MFS Global Total Return R6
Price$17.69
Change-$0.04 (-0.23%)
VolumeN/A
Net Assets1.26B
CIRCX vs MFWLX Comparison Chart in %
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CIRCX vs. MFWLX commentary
Aug 20, 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: 117B vs. MFWLX (1.26B). MFWLX pays higher dividends than CIRCX: MFWLX (2.64) vs CIRCX (2.25). 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 : 11.25 vs. MFWLX (2.52). CIRCX return over 5 years is better than : 48.56 vs. MFWLX (6.37).
| 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 | 13.835 | 11.588 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 1.26B | 9,293% |
| Annual Yield % from dividends | 2.25 | 2.64 | 85% |
| Returns for 1 year | 11.25 | 2.52 | 447% |
| Returns for 3 years | 29.99 | 15.05 | 199% |
| Returns for 5 years | 48.56 | 6.37 | 762% |
| Returns for 10 years | 77.10 | 31.40 | 246% |
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