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CIRCX vs MGBRX
CIRCX vs MGBRX Comparison
Open Charts CIRCX vs MGBRX
American Funds Capital Income Bldr 529C
Price$77.29
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
MFS Global Total Return R2
Price$17.48
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets1.26B
CIRCX vs MGBRX Comparison Chart in %
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CIRCX vs. MGBRX 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 MGBRX is a Buy.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 116B vs. MGBRX (1.26B). CIRCX pays higher dividends than MGBRX: CIRCX (2.25) vs MGBRX (2.05). CIRCX was incepted earlier than MGBRX: CIRCX (23 years) vs MGBRX (22 years). MGBRX (1.44) and CIRCX (1.37) have similar cost to investors . MGBRX is a more actively managed with annual turnover of: 69.00 vs. CIRCX (56.00). MGBRX has a lower initial minimum investment than CIRCX: MGBRX (0) vs CIRCX (250). CIRCX annual gain was more profitable for investors over the last year : 14.86 vs. MGBRX (4.40). CIRCX return over 5 years is better than : 50.30 vs. MGBRX (2.60).
| CIRCX | MGBRX | CIRCX / MGBRX | |
| Total Expense Ratio | 1.37 | 1.34 | 102% |
| Annual Report Gross Expense Ratio | 1.37 | 1.44 | 95% |
| Fund Existence | 23 years | 22 years | - |
| Gain YTD | 12.625 | 10.018 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 1.26B | 9,236% |
| Annual Yield % from dividends | 2.25 | 2.05 | 110% |
| Returns for 1 year | 14.86 | 4.40 | 338% |
| Returns for 3 years | 32.24 | 15.88 | 203% |
| Returns for 5 years | 50.30 | 2.60 | 1,937% |
| Returns for 10 years | 70.43 | 20.64 | 341% |
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