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CIRCX vs MGBRX
CIRCX vs MGBRX Comparison
Open Charts CIRCX vs MGBRX
American Funds Capital Income Bldr 529C
Price$75.49
Change-$0.55 (-0.72%)
VolumeN/A
Net Assets113.85B
MFS Global Total Return R2
Price$17.18
Change-$0.15 (-0.87%)
VolumeN/A
Net Assets1.24B
CIRCX vs MGBRX Comparison Chart
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CIRCX vs. MGBRX commentary
Jun 15, 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: 114B vs. MGBRX (1.24B). CIRCX pays higher dividends than MGBRX: CIRCX (2.29) vs MGBRX (1.69). 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 : 13.05 vs. MGBRX (2.12). CIRCX return over 5 years is better than : 49.37 vs. MGBRX (5.76).
| 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 | 10.002 | 7.353 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 1.24B | 9,164% |
| Annual Yield % from dividends | 2.29 | 1.69 | 136% |
| Returns for 1 year | 13.05 | 2.12 | 617% |
| Returns for 3 years | 31.35 | 14.60 | 215% |
| Returns for 5 years | 49.37 | 5.76 | 858% |
| Returns for 10 years | 63.86 | 16.36 | 390% |
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