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CIREX vs MFWBX
CIREX vs MFWBX Comparison
Open Charts CIREX vs MFWBX
American Funds Capital Income Bldr 529E
Price$77.03
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
MFS Global Total Return B
Price$18.21
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets1.26B
CIREX vs MFWBX Comparison Chart in %
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CIREX vs. MFWBX commentary
Jul 07, 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: 116B vs. MFWBX (1.26B). 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: 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 : 15.44 vs. MFWBX (4.12). CIREX return over 5 years is better than : 54.30 vs. MFWBX (2.58).
| 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 | 12.928 | 9.736 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 1.26B | 9,236% |
| Annual Yield % from dividends | 2.75 | 1.40 | 197% |
| Returns for 1 year | 15.44 | 4.12 | 375% |
| Returns for 3 years | 34.36 | 14.61 | 235% |
| Returns for 5 years | 54.30 | 2.58 | 2,104% |
| Returns for 10 years | 79.69 | 16.00 | 498% |