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CIRCX vs MFWLX
CIRCX vs MFWLX Comparison
Open Charts CIRCX vs MFWLX
American Funds Capital Income Bldr 529C
Price$79.37
Change+$0.13 (+0.16%)
VolumeN/A
Net Assets119.16B
MFS Global Total Return R6
Price$17.75
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets1.25B
CIRCX vs MFWLX Comparison Chart in %
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CIRCX vs. MFWLX commentary
Oct 16, 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 Hold.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 119B vs. MFWLX (1.25B). MFWLX pays higher dividends than CIRCX: MFWLX (2.72) vs CIRCX (2.16). 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 : 9.64 vs. MFWLX (1.11). CIRCX return over 5 years is better than : 51.45 vs. MFWLX (6.66).
| 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 | 16.094 | 12.651 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 1.25B | 9,535% |
| Annual Yield % from dividends | 2.16 | 2.72 | 80% |
| Returns for 1 year | 9.64 | 1.11 | 868% |
| Returns for 3 years | 48.67 | 29.17 | 167% |
| Returns for 5 years | 51.45 | 6.66 | 772% |
| Returns for 10 years | 76.60 | 30.53 | 251% |