Interact to see
Advertisement
Advertisement
CIREX vs MFWBX
CIREX vs MFWBX Comparison
Open Charts CIREX vs MFWBX
American Funds Capital Income Bldr 529E
Price$77.10
Change-$0.61 (-0.78%)
VolumeN/A
Net Assets117.32B
MFS Global Total Return B
Price$18.16
Change-$0.14 (-0.77%)
VolumeN/A
Net Assets1.25B
CIREX vs MFWBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CIREX vs. MFWBX commentary
Jul 29, 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 Hold.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 117B vs. MFWBX (1.25B). CIREX pays higher dividends than MFWBX: CIREX (2.75) vs MFWBX (1.40). 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: 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 : 12.82 vs. MFWBX (1.49). CIREX return over 5 years is better than : 51.34 vs. MFWBX (1.04).
| 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 | 13.031 | 9.435 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 1.25B | 9,338% |
| Annual Yield % from dividends | 2.75 | 1.40 | 197% |
| Returns for 1 year | 12.82 | 1.49 | 862% |
| Returns for 3 years | 31.72 | 10.51 | 302% |
| Returns for 5 years | 51.34 | 1.04 | 4,942% |
| Returns for 10 years | 77.14 | 13.92 | 554% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement