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CIREX vs MFWJX
CIREX vs MFWJX Comparison
Open Charts CIREX vs MFWJX
American Funds Capital Income Bldr 529E
Price$77.24
Change+$0.05 (+0.06%)
VolumeN/A
Net Assets120.93B
MFS Global Total Return R4
Price$17.43
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets1.24B
CIREX vs MFWJX Comparison Chart in %
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CIREX vs. MFWJX commentary
Dec 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 Hold and MFWJX is a Buy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 121B vs. MFWJX (1.24B). CIREX (2.60) and MFWJX (2.57) have matching dividends . CIREX was incepted earlier than MFWJX: CIREX (24 years) vs MFWJX (21 years). MFWJX (0.94) is less costly to investors than CIREX (0.85). MFWJX is a more actively managed with annual turnover of: 63.00 vs. CIREX (56.00). MFWJX has a lower initial minimum investment than CIREX: MFWJX (0) vs CIREX (250). CIREX annual gain was more profitable for investors over the last year : 12.87 vs. MFWJX (8.09). CIREX return over 5 years is better than : 42.42 vs. MFWJX (1.23).
| CIREX | MFWJX | CIREX / MFWJX | |
| Total Expense Ratio | 0.85 | 0.84 | 101% |
| Annual Report Gross Expense Ratio | 0.85 | 0.94 | 90% |
| Fund Existence | 24 years | 21 years | - |
| Gain YTD | 13.821 | 8.623 | 160% |
| 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 | 2.57 | 101% |
| Returns for 1 year | 12.87 | 8.09 | 159% |
| Returns for 3 years | 32.31 | 15.21 | 212% |
| Returns for 5 years | 42.42 | 1.23 | 3,439% |
| Returns for 10 years | 84.40 | 30.82 | 274% |