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CIREX vs MFWTX
CIREX vs MFWTX Comparison
Open Charts CIREX vs MFWTX
American Funds Capital Income Bldr 529E
Price$79.67
Change+$0.38 (+0.48%)
VolumeN/A
Net Assets120.79B
MFS Global Total Return A
Price$18.02
Change-$0.07 (-0.39%)
VolumeN/A
Net Assets1.27B
CIREX vs MFWTX Comparison Chart in %
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CIREX vs. MFWTX 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 MFWTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 121B vs. MFWTX (1.27B). MFWTX pays higher dividends than CIREX: MFWTX (2.81) vs CIREX (2.56). CIREX was incepted earlier than MFWTX: CIREX (24 years) vs MFWTX (35 years). MFWTX (1.19) is less costly to investors than CIREX (0.84). MFWTX is a more actively managed with annual turnover of: 63.00 vs. CIREX (50.00). CIREX has a lower initial minimum investment than MFWTX: CIREX (250) vs MFWTX (1000). CIREX annual gain was more profitable for investors over the last year : 15.89 vs. MFWTX (11.81). CIREX return over 5 years is better than : 44.80 vs. MFWTX (3.45).
| CIREX | MFWTX | CIREX / MFWTX | |
| Total Expense Ratio | 0.84 | 1.09 | 77% |
| Annual Report Gross Expense Ratio | 0.84 | 1.19 | 71% |
| Fund Existence | 24 years | 35 years | - |
| Gain YTD | 3.548 | 3.982 | 89% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 1.27B | 9,535% |
| Annual Yield % from dividends | 2.56 | 2.81 | 91% |
| Returns for 1 year | 15.89 | 11.81 | 134% |
| Returns for 3 years | 34.15 | 15.17 | 225% |
| Returns for 5 years | 44.80 | 3.45 | 1,297% |
| Returns for 10 years | 99.96 | 38.63 | 259% |