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CIREX vs MFWCX
CIREX vs MFWCX Comparison
Open Charts CIREX vs MFWCX
American Funds Capital Income Bldr 529E
Price$78.78
Change+$0.43 (+0.55%)
VolumeN/A
Net Assets118.3B
MFS Global Total Return C
Price$18.06
Change+$0.11 (+0.61%)
VolumeN/A
Net Assets1.25B
CIREX vs MFWCX Comparison Chart in %
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CIREX vs. MFWCX commentary
Sep 27, 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 Hold and MFWCX is a Hold.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 118B vs. MFWCX (1.25B). CIREX pays higher dividends than MFWCX: CIREX (2.69) vs MFWCX (1.48). CIREX was incepted earlier than MFWCX: CIREX (24 years) vs MFWCX (32 years). MFWCX (1.94) is less costly to investors than CIREX (0.85). MFWCX is a more actively managed with annual turnover of: 63.00 vs. CIREX (56.00). CIREX has a lower initial minimum investment than MFWCX: CIREX (250) vs MFWCX (1000). CIREX annual gain was more profitable for investors over the last year : 9.36 vs. MFWCX (-0.68). CIREX return over 5 years is better than : 57.80 vs. MFWCX (4.18).
| CIREX | MFWCX | CIREX / MFWCX | |
| 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 | 15.457 | 11.654 | 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 | 9,417% |
| Annual Yield % from dividends | 2.69 | 1.48 | 182% |
| Returns for 1 year | 9.36 | -0.68 | -1,367% |
| Returns for 3 years | 48.67 | 25.14 | 194% |
| Returns for 5 years | 57.80 | 4.18 | 1,384% |
| Returns for 10 years | 97.15 | 23.49 | 414% |
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