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CIREX vs MFWJX
CIREX vs MFWJX Comparison
Open Charts CIREX vs MFWJX
American Funds Capital Income Bldr 529E
Price$77.03
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
MFS Global Total Return R4
Price$17.81
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets1.26B
CIREX vs MFWJX Comparison Chart in %
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CIREX vs. MFWJX commentary
Jul 07, 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: 116B vs. MFWJX (1.26B). CIREX pays higher dividends than MFWJX: CIREX (2.75) vs MFWJX (2.50). CIREX was incepted earlier than MFWJX: CIREX (23 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: 69.00 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 : 15.44 vs. MFWJX (5.03). CIREX return over 5 years is better than : 54.30 vs. MFWJX (4.26).
| CIREX | MFWJX | CIREX / MFWJX | |
| Total Expense Ratio | 0.85 | 0.84 | 101% |
| Annual Report Gross Expense Ratio | 0.85 | 0.94 | 90% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 12.928 | 10.349 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 1.26B | 9,236% |
| Annual Yield % from dividends | 2.75 | 2.50 | 110% |
| Returns for 1 year | 15.44 | 5.03 | 307% |
| Returns for 3 years | 34.36 | 17.86 | 192% |
| Returns for 5 years | 54.30 | 4.26 | 1,273% |
| Returns for 10 years | 79.69 | 27.38 | 291% |