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CIREX vs MFWGX
CIREX vs MFWGX Comparison
Open Charts CIREX vs MFWGX
American Funds Capital Income Bldr 529E
Price$80.10
Change-$0.64 (-0.79%)
VolumeN/A
Net Assets121.54B
MFS Global Total Return R1
Price$18.07
Change-$0.07 (-0.39%)
VolumeN/A
Net Assets1.26B
CIREX vs MFWGX Comparison Chart in %
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CIREX vs. MFWGX commentary
Nov 14, 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: 122B vs. MFWGX (1.26B). CIREX pays higher dividends than MFWGX: CIREX (2.67) vs MFWGX (1.73). 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 : 14.09 vs. MFWGX (3.36). CIREX return over 5 years is better than : 52.49 vs. MFWGX (-1.06).
| 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 | 18.036 | 13.327 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122B | 1.26B | 9,690% |
| Annual Yield % from dividends | 2.67 | 1.73 | 154% |
| Returns for 1 year | 14.09 | 3.36 | 419% |
| Returns for 3 years | 40.20 | 15.88 | 253% |
| Returns for 5 years | 52.49 | -1.06 | -4,931% |
| Returns for 10 years | 92.59 | 21.44 | 432% |
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