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CIREX vs MFWCX
CIREX vs MFWCX Comparison
Open Charts CIREX vs MFWCX
American Funds Capital Income Bldr 529E
Price$77.71
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets117.32B
MFS Global Total Return C
Price$17.89
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets1.25B
CIREX vs MFWCX Comparison Chart in %
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CIREX vs. MFWCX commentary
Jul 28, 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: 117B vs. MFWCX (1.25B). CIREX pays higher dividends than MFWCX: CIREX (2.75) vs MFWCX (1.50). CIREX was incepted earlier than MFWCX: CIREX (23 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 : 14.69 vs. MFWCX (3.04). CIREX return over 5 years is better than : 54.10 vs. MFWCX (2.62).
| CIREX | MFWCX | CIREX / MFWCX | |
| 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 | 13.925 | 10.247 | 136% |
| 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 | 1.50 | 183% |
| Returns for 1 year | 14.69 | 3.04 | 483% |
| Returns for 3 years | 35.31 | 13.72 | 257% |
| Returns for 5 years | 54.10 | 2.62 | 2,067% |
| Returns for 10 years | 79.90 | 14.73 | 542% |
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