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CIREX vs MFWCX
CIREX vs MFWCX Comparison
Open Charts CIREX vs MFWCX
American Funds Capital Income Bldr 529E
Price$79.29
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets119.59B
MFS Global Total Return C
Price$18.15
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets1.25B
CIREX vs MFWCX Comparison Chart in %
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CIREX vs. MFWCX commentary
Oct 19, 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 MFWCX is a Hold.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 120B vs. MFWCX (1.25B). CIREX pays higher dividends than MFWCX: CIREX (2.67) vs MFWCX (1.64). 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 : 10.49 vs. MFWCX (0.57). CIREX return over 5 years is better than : 55.62 vs. MFWCX (1.67).
| 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 | 16.842 | 12.211 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 1.25B | 9,569% |
| Annual Yield % from dividends | 2.67 | 1.64 | 163% |
| Returns for 1 year | 10.49 | 0.57 | 1,837% |
| Returns for 3 years | 48.07 | 23.12 | 208% |
| Returns for 5 years | 55.62 | 1.67 | 3,337% |
| Returns for 10 years | 86.95 | 18.62 | 467% |
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