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CIREX vs MFWTX
CIREX vs MFWTX Comparison
Open Charts CIREX vs MFWTX
American Funds Capital Income Bldr 529E
Price$77.24
Change+$0.05 (+0.06%)
VolumeN/A
Net Assets120.93B
MFS Global Total Return A
Price$17.40
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets1.24B
CIREX vs MFWTX Comparison Chart in %
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CIREX vs. MFWTX commentary
Dec 28, 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 Hold and MFWTX is a Buy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 121B vs. MFWTX (1.24B). CIREX pays higher dividends than MFWTX: CIREX (2.60) vs MFWTX (2.35). CIREX was incepted earlier than MFWTX: CIREX (24 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: 63.00 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 : 12.87 vs. MFWTX (7.92). CIREX return over 5 years is better than : 42.42 vs. MFWTX (-0.00).
| CIREX | MFWTX | CIREX / MFWTX | |
| Total Expense Ratio | 0.85 | 1.09 | 78% |
| Annual Report Gross Expense Ratio | 0.85 | 1.19 | 71% |
| Fund Existence | 24 years | 35 years | - |
| Gain YTD | 13.821 | 8.446 | 164% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 1.24B | 9,742% |
| Annual Yield % from dividends | 2.60 | 2.35 | 111% |
| Returns for 1 year | 12.87 | 7.92 | 163% |
| Returns for 3 years | 32.31 | 14.47 | 223% |
| Returns for 5 years | 42.42 | -0.00 | -1,428,152% |
| Returns for 10 years | 84.40 | 27.58 | 306% |
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