Interact to see
Advertisement
Advertisement
CIREX vs MFWLX
CIREX vs MFWLX Comparison
Open Charts CIREX vs MFWLX
American Funds Capital Income Bldr 529E
Price$77.97
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets117.5B
MFS Global Total Return R6
Price$17.69
Change-$0.04 (-0.23%)
VolumeN/A
Net Assets1.26B
CIREX vs MFWLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CIREX vs. MFWLX commentary
Aug 20, 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: 117B vs. MFWLX (1.26B). CIREX (2.76) and MFWLX (2.64) have matching dividends . 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: 63.00 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 : 11.84 vs. MFWLX (2.52). CIREX return over 5 years is better than : 52.49 vs. MFWLX (6.37).
| 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 | 14.218 | 11.588 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 1.26B | 9,293% |
| Annual Yield % from dividends | 2.76 | 2.64 | 104% |
| Returns for 1 year | 11.84 | 2.52 | 470% |
| Returns for 3 years | 32.06 | 15.05 | 213% |
| Returns for 5 years | 52.49 | 6.37 | 823% |
| Returns for 10 years | 86.72 | 31.40 | 276% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement