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CIREX vs MFWGX
CIREX vs MFWGX Comparison
Open Charts CIREX vs MFWGX
American Funds Capital Income Bldr 529E
Price$79.29
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets119.59B
MFS Global Total Return R1
Price$17.96
Change+$0.04 (+0.22%)
VolumeN/A
Net Assets1.25B
CIREX vs MFWGX Comparison Chart in %
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CIREX vs. MFWGX 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 MFWGX is a Hold.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 120B vs. MFWGX (1.25B). CIREX pays higher dividends than MFWGX: CIREX (2.67) vs MFWGX (1.72). CIREX was incepted earlier than MFWGX: CIREX (24 years) vs MFWGX (21 years). MFWGX (1.94) is less costly to investors than CIREX (0.85). MFWGX is a more actively managed with annual turnover of: 63.00 vs. CIREX (56.00). MFWGX has a lower initial minimum investment than CIREX: MFWGX (0) vs CIREX (250). CIREX annual gain was more profitable for investors over the last year : 10.49 vs. MFWGX (0.54). CIREX return over 5 years is better than : 55.62 vs. MFWGX (1.49).
| CIREX | MFWGX | CIREX / MFWGX | |
| Total Expense Ratio | 0.85 | 1.84 | 46% |
| Annual Report Gross Expense Ratio | 0.85 | 1.94 | 44% |
| Fund Existence | 24 years | 21 years | - |
| Gain YTD | 16.842 | 12.203 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 1.25B | 9,569% |
| Annual Yield % from dividends | 2.67 | 1.72 | 155% |
| Returns for 1 year | 10.49 | 0.54 | 1,959% |
| Returns for 3 years | 48.07 | 23.00 | 209% |
| Returns for 5 years | 55.62 | 1.49 | 3,733% |
| Returns for 10 years | 86.95 | 18.33 | 474% |
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