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CIRCX vs MGBRX
CIRCX vs MGBRX Comparison
Open Charts CIRCX vs MGBRX
American Funds Capital Income Bldr 529C
Price$78.74
Change+$0.41 (+0.52%)
VolumeN/A
Net Assets118.23B
MFS Global Total Return R2
Price$17.76
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets1.25B
CIRCX vs MGBRX Comparison Chart in %
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CIRCX vs. MGBRX 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 MGBRX is a Buy.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 118B vs. MGBRX (1.25B). CIRCX pays higher dividends than MGBRX: CIRCX (2.20) vs MGBRX (2.01). CIRCX was incepted earlier than MGBRX: CIRCX (24 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: 63.00 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 : 11.05 vs. MGBRX (1.05). CIRCX return over 5 years is better than : 49.59 vs. MGBRX (4.12).
| CIRCX | MGBRX | CIRCX / MGBRX | |
| Total Expense Ratio | 1.37 | 1.34 | 102% |
| Annual Report Gross Expense Ratio | 1.37 | 1.44 | 95% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 14.738 | 11.781 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 1.25B | 9,425% |
| Annual Yield % from dividends | 2.20 | 2.01 | 109% |
| Returns for 1 year | 11.05 | 1.05 | 1,052% |
| Returns for 3 years | 37.27 | 19.48 | 191% |
| Returns for 5 years | 49.59 | 4.12 | 1,204% |
| Returns for 10 years | 80.50 | 25.97 | 310% |
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