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CIREX vs MFWIX
CIREX vs MFWIX Comparison
Open Charts CIREX vs MFWIX
American Funds Capital Income Bldr 529E
Price$77.19
Change+$0.13 (+0.17%)
VolumeN/A
Net Assets120.93B
MFS Global Total Return I
Price$17.09
Change+$0.03 (+0.18%)
VolumeN/A
Net Assets1.24B
CIREX vs MFWIX Comparison Chart in %
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CIREX vs. MFWIX commentary
Dec 26, 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 Hold and MFWIX is a Buy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 121B vs. MFWIX (1.24B). MFWIX (2.61) and CIREX (2.60) 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 : 12.99 vs. MFWIX (7.99). CIREX return over 5 years is better than : 42.33 vs. MFWIX (0.75).
| 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 | 13.748 | 8.395 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 1.24B | 9,742% |
| Annual Yield % from dividends | 2.60 | 2.61 | 100% |
| Returns for 1 year | 12.99 | 7.99 | 163% |
| Returns for 3 years | 32.33 | 14.73 | 220% |
| Returns for 5 years | 42.33 | 0.75 | 5,677% |
| Returns for 10 years | 85.20 | 30.51 | 279% |
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