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CIREX vs MFWTX
CIREX vs MFWTX Comparison
Open Charts CIREX vs MFWTX
American Funds Capital Income Bldr 529E
Price$75.21
Change-$0.55 (-0.73%)
VolumeN/A
Net Assets113.85B
MFS Global Total Return A
Price$17.48
Change-$0.15 (-0.85%)
VolumeN/A
Net Assets1.23B
CIREX vs MFWTX Comparison Chart
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CIREX vs. MFWTX commentary
Jun 15, 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 MFWTX is a Buy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 114B vs. MFWTX (1.23B). CIREX pays higher dividends than MFWTX: CIREX (2.80) vs MFWTX (1.90). CIREX was incepted earlier than MFWTX: CIREX (23 years) vs MFWTX (35 years). MFWTX (1.19) is less costly to investors than CIREX (0.85). MFWTX is a more actively managed with annual turnover of: 69.00 vs. CIREX (56.00). 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 : 13.62 vs. MFWTX (2.51). CIREX return over 5 years is better than : 53.37 vs. MFWTX (7.42).
| CIREX | MFWTX | CIREX / MFWTX | |
| Total Expense Ratio | 0.85 | 1.09 | 78% |
| Annual Report Gross Expense Ratio | 0.85 | 1.19 | 71% |
| Fund Existence | 23 years | 35 years | - |
| Gain YTD | 10.260 | 7.539 | 136% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 1.23B | 9,246% |
| Annual Yield % from dividends | 2.80 | 1.90 | 147% |
| Returns for 1 year | 13.62 | 2.51 | 542% |
| Returns for 3 years | 33.44 | 15.67 | 213% |
| Returns for 5 years | 53.37 | 7.42 | 719% |
| Returns for 10 years | 72.79 | 19.85 | 367% |
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