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CIRCX vs MFWTX
CIRCX vs MFWTX Comparison
Open Charts CIRCX vs MFWTX
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.
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).
| CIRCX | MFWTX | CIRCX / MFWTX | |
| Total Expense Ratio | 1.37 | 1.09 | 126% |
| Annual Report Gross Expense Ratio | 1.37 | 1.19 | 115% |
| Fund Existence | 23 years | 35 years | - |
| Gain YTD | 12.625 | 10.241 | 123% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 1.26B | 9,236% |
| Annual Yield % from dividends | 2.25 | 2.27 | 99% |
| Returns for 1 year | 14.86 | 4.77 | 311% |
| Returns for 3 years | 32.24 | 17.02 | 189% |
| Returns for 5 years | 50.30 | 8.92 | 564% |
| Returns for 10 years | 70.43 | 24.21 | 291% |
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