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CIREX vs MFWBX
CIREX vs MFWBX Comparison
Open Charts CIREX vs MFWBX
American Funds Capital Income Bldr 529E
Price$75.21
Change-$0.55 (-0.73%)
VolumeN/A
Net Assets113.85B
MFS Global Total Return B
Price$17.87
Change-$0.16 (-0.89%)
VolumeN/A
Net Assets1.23B
CIREX vs MFWBX Comparison Chart
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CIREX vs. MFWBX commentary
Jun 16, 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: 114B vs. MFWBX (1.23B). CIREX pays higher dividends than MFWBX: CIREX (2.80) vs MFWBX (1.03). CIREX was incepted earlier than MFWBX: CIREX (23 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: 69.00 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 : 13.62 vs. MFWBX (1.86). CIREX return over 5 years is better than : 53.37 vs. MFWBX (4.05).
| CIREX | MFWBX | CIREX / MFWBX | |
| Total Expense Ratio | 0.85 | 1.84 | 46% |
| Annual Report Gross Expense Ratio | 0.85 | 1.94 | 44% |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | 10.260 | 7.096 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 1.23B | 9,246% |
| Annual Yield % from dividends | 2.80 | 1.03 | 273% |
| Returns for 1 year | 13.62 | 1.86 | 732% |
| Returns for 3 years | 33.44 | 13.31 | 251% |
| Returns for 5 years | 53.37 | 4.05 | 1,318% |
| Returns for 10 years | 72.79 | 11.94 | 610% |
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