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CIREX vs MFWBX
CIREX vs MFWBX Comparison
Open Charts CIREX vs MFWBX
American Funds Capital Income Bldr 529E
Price$78.55
Change+$0.41 (+0.52%)
VolumeN/A
Net Assets117.62B
MFS Global Total Return B
Price$18.49
Change+$0.03 (+0.16%)
VolumeN/A
Net Assets1.25B
CIREX vs MFWBX Comparison Chart in %
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CIREX vs. MFWBX 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 CIREX is a Buy and MFWBX is a Buy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 118B vs. MFWBX (1.25B). CIREX pays higher dividends than MFWBX: CIREX (2.69) vs MFWBX (1.37). CIREX was incepted earlier than MFWBX: CIREX (24 years) vs MFWBX (32 years). MFWBX (1.94) is less costly to investors than CIREX (0.85). MFWBX is a more actively managed with annual turnover of: 63.00 vs. CIREX (56.00). CIREX has a lower initial minimum investment than MFWBX: CIREX (250) vs MFWBX (1000). CIREX annual gain was more profitable for investors over the last year : 11.63 vs. MFWBX (0.78). CIREX return over 5 years is better than : 53.56 vs. MFWBX (2.44).
| CIREX | MFWBX | CIREX / MFWBX | |
| Total Expense Ratio | 0.85 | 1.84 | 46% |
| Annual Report Gross Expense Ratio | 0.85 | 1.94 | 44% |
| Fund Existence | 24 years | 32 years | - |
| Gain YTD | 15.156 | 11.423 | 133% |
| Front Load | N/A | N/A | - |
| 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 | 2.69 | 1.37 | 196% |
| Returns for 1 year | 11.63 | 0.78 | 1,494% |
| Returns for 3 years | 39.47 | 18.18 | 217% |
| Returns for 5 years | 53.56 | 2.44 | 2,198% |
| Returns for 10 years | 90.32 | 21.24 | 425% |
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