CIRCX
Price
$77.29
Change
+$0.26 (+0.34%)
Updated
Jul 3 closing price
Net Assets
116.46B
MFWTX
Price
$17.78
Change
+$0.02 (+0.11%)
Updated
Jul 3 closing price
Net Assets
1.26B
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CIRCX vs MFWTX

Header iconCIRCX vs MFWTX Comparison
Open Charts CIRCX vs MFWTXBanner chart's image
American Funds Capital Income Bldr 529C
Price$77.29
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
MFS Global Total Return A
Price$17.78
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets1.26B
CIRCX vs MFWTX Comparison Chart in %
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CIRCX vs. MFWTX 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 MFWTX is a Buy.

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FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 116B vs. MFWTX (1.26B). MFWTX (2.27) and CIRCX (2.25) have matching dividends . CIRCX was incepted earlier than MFWTX: CIRCX (23 years) vs MFWTX (35 years). CIRCX (1.37) is less costly to investors than MFWTX (1.19). MFWTX is a more actively managed with annual turnover of: 69.00 vs. CIRCX (56.00). CIRCX has a lower initial minimum investment than MFWTX: CIRCX (250) vs MFWTX (1000). CIRCX annual gain was more profitable for investors over the last year : 14.86 vs. MFWTX (4.77). CIRCX return over 5 years is better than : 50.30 vs. MFWTX (8.92).
CIRCXMFWTXCIRCX / MFWTX
Total Expense Ratio1.371.09126%
Annual Report Gross Expense Ratio1.371.19115%
Fund Existence23 years35 years-
Gain YTD12.62510.241123%
Front LoadN/A6%-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets116B1.26B9,236%
Annual Yield % from dividends2.252.2799%
Returns for 1 year14.864.77311%
Returns for 3 years32.2417.02189%
Returns for 5 years50.308.92564%
Returns for 10 years70.4324.21291%
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