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CIREX vs MFWJX
CIREX vs MFWJX Comparison
Open Charts CIREX vs MFWJX
American Funds Capital Income Bldr 529E
Price$78.68
Change+$0.13 (+0.17%)
VolumeN/A
Net Assets118.23B
MFS Global Total Return R4
Price$18.17
Change+$0.06 (+0.33%)
VolumeN/A
Net Assets1.25B
CIREX vs MFWJX Comparison Chart in %
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CIREX vs. MFWJX commentary
Sep 09, 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 MFWJX is a Buy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 118B vs. MFWJX (1.25B). CIREX pays higher dividends than MFWJX: CIREX (2.69) vs MFWJX (2.45). CIREX was incepted earlier than MFWJX: CIREX (24 years) vs MFWJX (20 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 : 12.92 vs. MFWJX (2.73). CIREX return over 5 years is better than : 53.64 vs. MFWJX (7.38).
| 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 | 20 years | - |
| Gain YTD | 15.347 | 12.580 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 1.25B | 9,425% |
| Annual Yield % from dividends | 2.69 | 2.45 | 110% |
| Returns for 1 year | 12.92 | 2.73 | 474% |
| Returns for 3 years | 36.50 | 19.35 | 189% |
| Returns for 5 years | 53.64 | 7.38 | 727% |
| Returns for 10 years | 91.42 | 33.43 | 273% |
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