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CIRCX vs MFWTX
CIRCX vs MFWTX Comparison
Open Charts CIRCX vs MFWTX
American Funds Capital Income Bldr 529C
Price$78.74
Change+$0.41 (+0.52%)
VolumeN/A
Net Assets117.62B
MFS Global Total Return A
Price$18.06
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets1.25B
CIRCX vs MFWTX Comparison Chart in %
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CIRCX vs. MFWTX commentary
Sep 08, 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: 118B vs. MFWTX (1.25B). MFWTX (2.22) and CIRCX (2.20) have matching dividends . CIRCX was incepted earlier than MFWTX: CIRCX (24 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 : 11.05 vs. MFWTX (1.35). CIRCX return over 5 years is better than : 49.59 vs. MFWTX (5.70).
| CIRCX | MFWTX | CIRCX / MFWTX | |
| Total Expense Ratio | 1.37 | 1.09 | 126% |
| Annual Report Gross Expense Ratio | 1.37 | 1.19 | 115% |
| Fund Existence | 24 years | 35 years | - |
| Gain YTD | 14.738 | 11.977 | 123% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 1.25B | 9,432% |
| Annual Yield % from dividends | 2.20 | 2.22 | 99% |
| Returns for 1 year | 11.05 | 1.35 | 818% |
| Returns for 3 years | 37.27 | 20.52 | 182% |
| Returns for 5 years | 49.59 | 5.70 | 869% |
| Returns for 10 years | 80.50 | 29.63 | 272% |
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