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CIREX vs MFWLX
CIREX vs MFWLX Comparison
Open Charts CIREX vs MFWLX
American Funds Capital Income Bldr 529E
Price$75.21
Change-$0.55 (-0.73%)
VolumeN/A
Net Assets113.85B
MFS Global Total Return R6
Price$17.21
Change-$0.15 (-0.86%)
VolumeN/A
Net Assets1.23B
CIREX vs MFWLX Comparison Chart
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CIREX vs. MFWLX commentary
Jun 16, 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 MFWLX is a Buy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 114B vs. MFWLX (1.23B). CIREX pays higher dividends than MFWLX: CIREX (2.80) vs MFWLX (2.26). CIREX was incepted earlier than MFWLX: CIREX (23 years) vs MFWLX (13 years). CIREX (0.85) and MFWLX (0.85) have similar cost to investors . MFWLX is a more actively managed with annual turnover of: 69.00 vs. CIREX (56.00). MFWLX has a lower initial minimum investment than CIREX: MFWLX (0) vs CIREX (250). CIREX annual gain was more profitable for investors over the last year : 13.62 vs. MFWLX (2.72). CIREX return over 5 years is better than : 53.37 vs. MFWLX (8.89).
| CIREX | MFWLX | CIREX / MFWLX | |
| Total Expense Ratio | 0.85 | 0.77 | 110% |
| Annual Report Gross Expense Ratio | 0.85 | 0.85 | 100% |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 10.260 | 7.611 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 1.23B | 9,246% |
| Annual Yield % from dividends | 2.80 | 2.26 | 124% |
| Returns for 1 year | 13.62 | 2.72 | 500% |
| Returns for 3 years | 33.44 | 16.63 | 201% |
| Returns for 5 years | 53.37 | 8.89 | 601% |
| Returns for 10 years | 72.79 | 23.42 | 311% |