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CIREX vs MFWIX
CIREX vs MFWIX Comparison
Open Charts CIREX vs MFWIX
American Funds Capital Income Bldr 529E
Price$79.29
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets119.49B
MFS Global Total Return I
Price$17.83
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets1.25B
CIREX vs MFWIX Comparison Chart in %
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CIREX vs. MFWIX commentary
Oct 18, 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 MFWIX is a Hold.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 119B vs. MFWIX (1.25B). CIREX (2.67) and MFWIX (2.64) have matching dividends . CIREX was incepted earlier than MFWIX: CIREX (24 years) vs MFWIX (29 years). MFWIX (0.94) is less costly to investors than CIREX (0.85). MFWIX is a more actively managed with annual turnover of: 63.00 vs. CIREX (56.00). MFWIX has a lower initial minimum investment than CIREX: MFWIX (0) vs CIREX (250). CIREX annual gain was more profitable for investors over the last year : 10.49 vs. MFWIX (1.48). CIREX return over 5 years is better than : 55.62 vs. MFWIX (6.37).
| CIREX | MFWIX | CIREX / MFWIX | |
| Total Expense Ratio | 0.85 | 0.84 | 101% |
| Annual Report Gross Expense Ratio | 0.85 | 0.94 | 90% |
| Fund Existence | 24 years | 29 years | - |
| Gain YTD | 16.842 | 13.088 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 1.25B | 9,505% |
| Annual Yield % from dividends | 2.67 | 2.64 | 101% |
| Returns for 1 year | 10.49 | 1.48 | 710% |
| Returns for 3 years | 48.07 | 26.65 | 180% |
| Returns for 5 years | 55.62 | 6.37 | 873% |
| Returns for 10 years | 86.95 | 30.24 | 288% |
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