CIRCX
Price
$77.94
Change
-$0.04 (-0.05%)
Updated
Jul 25 closing price
Net Assets
117.32B
MFWTX
Price
$17.86
Change
-$0.02 (-0.11%)
Updated
Jul 25 closing price
Net Assets
1.25B
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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$77.94
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets117.32B
MFS Global Total Return A
Price$17.86
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets1.25B
CIRCX vs MFWTX Comparison Chart in %
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CIRCX vs. MFWTX commentary
Jul 27, 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 Hold.

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FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 117B vs. MFWTX (1.25B). 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: 63.00 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 : 14.08 vs. MFWTX (3.81). CIRCX return over 5 years is better than : 50.09 vs. MFWTX (6.38).
CIRCXMFWTXCIRCX / MFWTX
Total Expense Ratio1.371.09126%
Annual Report Gross Expense Ratio1.371.19115%
Fund Existence23 years35 years-
Gain YTD13.57210.737126%
Front LoadN/A6%-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets117B1.25B9,338%
Annual Yield % from dividends2.252.2799%
Returns for 1 year14.083.81369%
Returns for 3 years33.1616.30203%
Returns for 5 years50.096.38785%
Returns for 10 years70.6123.49301%
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