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CIREX vs MFWJX
CIREX vs MFWJX Comparison
Open Charts CIREX vs MFWJX
American Funds Capital Income Bldr 529E
Price$79.67
Change+$0.38 (+0.48%)
VolumeN/A
Net Assets120.79B
MFS Global Total Return R4
Price$18.06
Change-$0.07 (-0.39%)
VolumeN/A
Net Assets1.27B
CIREX vs MFWJX Comparison Chart in %
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CIREX vs. MFWJX commentary
Feb 04, 2026
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 StrongBuy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 121B vs. MFWJX (1.27B). MFWJX pays higher dividends than CIREX: MFWJX (3.03) vs CIREX (2.56). CIREX was incepted earlier than MFWJX: CIREX (24 years) vs MFWJX (21 years). MFWJX (0.94) is less costly to investors than CIREX (0.84). MFWJX is a more actively managed with annual turnover of: 63.00 vs. CIREX (50.00). 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 : 15.89 vs. MFWJX (12.13). CIREX return over 5 years is better than : 44.80 vs. MFWJX (4.80).
| CIREX | MFWJX | CIREX / MFWJX | |
| Total Expense Ratio | 0.84 | 0.84 | 100% |
| Annual Report Gross Expense Ratio | 0.84 | 0.94 | 89% |
| Fund Existence | 24 years | 21 years | - |
| Gain YTD | 3.548 | 3.972 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 1.27B | 9,535% |
| Annual Yield % from dividends | 2.56 | 3.03 | 84% |
| Returns for 1 year | 15.89 | 12.13 | 131% |
| Returns for 3 years | 34.15 | 16.06 | 213% |
| Returns for 5 years | 44.80 | 4.80 | 933% |
| Returns for 10 years | 99.96 | 42.22 | 237% |
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