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CIREX vs MFWJX
CIREX vs MFWJX Comparison
Open Charts CIREX vs MFWJX
American Funds Capital Income Bldr 529E
Price$77.71
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets117.32B
MFS Global Total Return R4
Price$17.90
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets1.25B
CIREX vs MFWJX Comparison Chart in %
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CIREX vs. MFWJX commentary
Jul 27, 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 Hold.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 117B vs. MFWJX (1.25B). 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: 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 : 14.69 vs. MFWJX (4.07). CIREX return over 5 years is better than : 54.10 vs. MFWJX (7.83).
| 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 | 13.925 | 10.907 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 1.25B | 9,338% |
| Annual Yield % from dividends | 2.75 | 2.50 | 110% |
| Returns for 1 year | 14.69 | 4.07 | 361% |
| Returns for 3 years | 35.31 | 17.21 | 205% |
| Returns for 5 years | 54.10 | 7.83 | 691% |
| Returns for 10 years | 79.90 | 26.71 | 299% |
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